Client Advisor

Full Time • Argyle, TX, United States of America

59,150 - 74,897 (Yearly) Added 2 weeks, 2 days ago

Summary

LOCATION

Not specified

QUALIFICATIONS

Bachelor's degree, 2+ years of commercial producer experience, active P&C license, knowledge of energy is a plus, middle market sales experience, and extensive knowledge of Commercial P&C insurance.

RESPONSIBILITIES

Grow the book of business by developing sales strategies, achieving sales goals, providing excellent service, performing due diligence, and maintaining communication with clients. Travel regularly to meet prospects and clients, resolve inquiries, and comply with insurance regulations.

INDUSTRY

Fintech and Insurance

SHORT DESCRIPTION

As a Client Advisor at Acrisure, you will be responsible for generating new clients and providing exceptional service to existing customers while contributing to the growth of the business.

Job Description

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

As a Client Advisor you are responsible for growing the book of business. You should be comfortable with generating new clients by prospecting, making phone calls, utilizing a referral base, and/or other unique methods. Equally importantly, you should provide excellent service and communicating regularly with existing customers.

Essential Duties and Responsibilities:

Develop sales and marketing strategies
Achieve new business sales goals
Demonstrate technical knowledge
Perform thorough due diligence to make recommendations
Retain existing book of business through regular communication & excellent service
Travel regularly to meet with prospects and existing clients
Build and maintain strong relationships with carriers, clients and peers
Resolve client inquiries and/or complaints swiftly
Comply with insurance standards and regulations
Review emails within 24 hours and client voicemails within 2-4 hours and respond accordingly.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

Bachelor’s degree required
2+ years of commercial producer experience, required
Active P & C license, required
Energy knowledge is a plus
Middle Market sales experience, required
Extensive knowledge of Commercial P&C insurance

Technology Skills:

Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Proficiency in Applied Epic (or similar agency management system) for tracking leads and activities

Other Qualifications:

Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Ability to Moderate stress due to regular deadlines and daily challenges

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

www.Acrisure.com/privacy/caapplicant

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

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