Client Advisor at Acrisure

Baltimore, Maryland, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

(None specified)

Responsibilities

Achieve annual objectives established in sales plan by acquiring new clients, building a robust pipeline, and converting leads into revenue-generating opportunities
Develop sales plan to achieve sales budget with New Client Growth Plans/Strategies
Develop a list of prospects for new business from identified target groups
Contact and qualify prospective clients to examine current coverage and determine financial services and insurance needs
Constantly work to increase hit ratio and closing ratio
Collect detailed risk management and underwriting information including survey data and loss history
Develop and deliver formal proposals for all offers of financial services and insurance
Collaborate with the service team and new business marketing teams to ensure complete company submissions and account service, including claims issues
Anticipate future needs for established clientele to renew and increase revenue on each account
Maintain production reports and attend all sales meetings as required
Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their unique needs and challenges
Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion
Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support
Develop positive working relationships while working professionally with others internally and externally
Promote Acrisure within the community
Achieve product growth objectives per client
Meet sales quotas and develop strategies to achieve them

Skills

Key technologies and capabilities for this role

Sales PlanningLead GenerationProspectingClient QualificationInsurance SalesRisk ManagementUnderwritingProposal DevelopmentClosing SalesPipeline Management

Questions & Answers

Common questions about this position

What is the salary for the Client Advisor position?

This information is not specified in the job description.

Is this Client Advisor role remote or does it require office work?

This information is not specified in the job description.

What skills are needed for the Client Advisor role?

This information is not specified in the job description.

What is the company culture like at Acrisure?

Acrisure's culture is defined by entrepreneurial spirit, innovation, client centricity, and a will to win.

What makes a strong candidate for the Client Advisor position?

This information is not specified in the job description.

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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