Client Advisor at Acrisure

Oklahoma City, Oklahoma, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, InsuranceIndustries

Requirements

Self-motivated and driven
Able to travel to Acrisure offices, client offices, and events as needed
Experience in financial services business and/or insurance industry
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms
Experience with market expansion, leveraging technology to enter new markets

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 list of prospects for new business from identified target groups
Contact and qualify prospective clients for the purpose of examining current coverage and determining 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 with total client selling in mind
Maintain production reports and attend all sales meetings as required, taking advantage of all resources available
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 with a holistic approach
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 and exceed targets
Achieve established key performance indicators (KPIs) and sales goals
Regularly track, analyze, and report on sales performance, revenue metrics, and market trends while sharing with your direct report and leadership
Provide proactive insight to management to optimize revenue growth strategies
Provide consistent updates to leadership with sales forecasts and pipeline management as detailed in the sales plan
Stay up-to-date with industry trends, market dynamics, and competitor activities
Stay up-to-date with opportunities, threats, and emerging trends that impact revenue growth

Skills

Key technologies and capabilities for this role

SalesRevenue GenerationClient AcquisitionPipeline ManagementProspectingUnderwritingRisk ManagementProposal DevelopmentRelationship ManagementInsuranceFinancial Services

Questions & Answers

Common questions about this position

What are the primary responsibilities of the Client Advisor role?

The role focuses on revenue generation through acquiring new clients, building pipelines, developing sales plans, contacting prospects, and delivering proposals. It also includes client acquisition by nurturing relationships, ensuring satisfaction, and achieving sales quotas and KPIs.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this Client Advisor position?

This information is not specified in the job description.

What is the company culture like at Acrisure?

Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration to equip teams to work at the highest levels possible.

What makes a strong candidate for the Client Advisor role?

Strong candidates will have sales experience in acquiring clients, building pipelines, nurturing relationships, achieving quotas, and analyzing performance metrics, with a focus on revenue growth and client satisfaction.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free