Client Advisor

About the role

Acrisure is a global fintech leader that empowers millions of businesses and individuals with tailored insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services. Founded in 2009, Acrisure has grown significantly, reaching over $5 billion in revenue and employing over 19,000 professionals worldwide.

Responsibilities

• Increase revenue by developing new relationships for our Practice.
• Leverage our leadership and marketing teams for large transactions and key prospect development.
• Learn the organizational sales process by working closely with team members to design, underwrite, and distribute life, disability, long-term care, and annuity products.
• Maintain prospect pipeline, track follow-up activity, and report on lead and opportunity life cycles.
• Actively engage with advisors to understand their needs and provide tailored solutions.
• Analyze feedback to improve service and client satisfaction.
• Pipeline / Business Development:
• Generate a steady flow of quality cases into the presale pipeline.
• Identify and pursue new business opportunities in target markets.
• Manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing.
• Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed.
• Prepare regular reports on sales activities, market trends, and business development efforts.
• Maintain accurate and up-to-date records of client interactions and sales processes.
• Product Knowledge:
• Stay updated with the latest products, services, and industry trends.
• Educate producers and clients on the benefits and features of the company's offerings.
• Assist in the development of marketing materials and sales tools.
• Collaboration and Innovation:
• Work closely with internal teams to ensure cohesive business strategies.
• Encourage a culture of innovation by suggesting new ideas and improvements for products and processes.
• Develop and implement strategies for market penetration and client acquisition.
• Create and execute effective outreach campaigns to existing and new producer prospects.
• Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding.
• Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects.
• Coordinate with the Case Management team to deliver services that meet or exceed client expectations.

Requirements

• Proven ability to think strategically and act tactically.
• Strong organization skills/ability to manage multiple demands and priorities.
• Excellent problem-solving/problem-resolution skills.
• Projects confidence and enthusiasm about the company.
• Strong leadership and relationship management skills.
• Demonstrates collaborative teamwork.
• Ability to adapt.
• Ability to travel up to 25%.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 7+ years of related industry experience.
• Active Life & Health license.

Skills

• Strategic thinking.
• Tactful execution.
• Client relationship management.
• Product knowledge.
• Collaborative teamwork.
• Adaptability.
• Travel.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Pay

The base compensation range for this position is $90,000 - $110,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Schedule

This role is location-flexible; the cities listed are primary target cities. Applicants from additional locations will be considered.