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 revenues of over $5 billion 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.
• 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.
• Organizational skills.
• Problem-solving.
• Client relationship management.
• Collaborative teamwork.
• Adaptability.

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.