Insurance Client Advisor (New England Platform) at Acrisure

Burlington, Vermont, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Excellent presentation skills with the ability to influence others
Must possess excellent listening and sales skills
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Effective organizational skills and the ability to respond to requests effectively and efficiently
Ability to carry out detailed written or verbal instructions with multiple variables
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the company
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect
Ability to tr

Responsibilities

Develop sales and marketing strategies
Achieve new business sales goals
Demonstrate technical knowledge
Perform thorough due diligence to make recommendations
Retain existing book of business through regular communication & excellent service
Travel regularly to meet with prospects and existing clients
Build and maintain strong relationships with carriers, clients and peers
Resolve client inquiries and/or complaints swiftly
Comply with insurance standards and regulations
Review emails within 24 hours and client voicemails within 2-4 hours and respond accordingly

Skills

Key technologies and capabilities for this role

Commercial Lines InsuranceProperty and Casualty InsuranceInsurance SalesSales StrategyClient Relationship ManagementDue DiligenceRegulatory ComplianceBusiness Development

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position.

What is the salary for this role?

This information is not specified in the job description.

What key skills are required for the Insurance Client Advisor role?

Required skills include excellent presentation, listening, and sales skills; ability to work in a fast-paced environment; self-motivation and organizational skills; and strong communication and interpersonal abilities.

What is the company culture like at Acrisure?

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

What makes a strong candidate for this position?

Strong candidates demonstrate excellent sales, presentation, and interpersonal skills, self-motivation in a fast-paced environment, and the ability to build relationships while achieving sales goals.

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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