Client Advisor at Acrisure

New Berlin, Wisconsin, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Fintech, Financial ServicesIndustries

Requirements

Business acumen with an understanding of key business drivers
Ability to prioritize target accounts
Consultative-selling techniques
Sales tracking technology proficiency

Responsibilities

Develops a lead generation plan to obtain new clients
Executes the lead generation plan using various techniques (cold calls, referrals, industry events, LinkedIn, etc.)
Engages in the discovery process to understand prospect needs
Acts as a subject matter expert, providing industry insights and business advice
Develops comprehensive presentations based on client needs, collaborating with cross-disciplinary experts
Assists in coordinating client proposal development and provides market intelligence
Learns and utilizes agency sales tracking technology for forecasting, reporting, and activity updates
Keeps track of sales successes and efforts

Skills

Key technologies and capabilities for this role

Consultative SellingLead GenerationCold CallingLinkedIn ProspectingCRM ProficiencySales ForecastingPresentation DevelopmentProposal CoordinationBusiness Acumen

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 onsite?

The position is onsite/remote in New Berlin, Wisconsin or Chicago, Illinois.

What skills are required for the Client Advisor role?

Required skills include business acumen with understanding of key business drivers, ability to prioritize target accounts, consultative-selling techniques, and proficiency in sales tracking technology.

What is the work environment like at Acrisure for this role?

It's a performance-driven, high-income, competitive sales position involving face-to-face meetings with key executives, lead generation through cold calls, referrals, events, and LinkedIn, and collaboration with cross-disciplinary experts.

What makes a strong candidate for the Client Advisor position?

Strong candidates demonstrate business acumen, consultative selling skills, ability to prioritize accounts, and proficiency with sales tracking technology, along with a performance-driven mindset for exceeding sales quotas.

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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