Sales Producer - Personal Lines at Acrisure

Grandview Heights, Ohio, 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

Currently P&C licensed or ability to be licensed to market and bind coverage within 60 days
Personal lines insurance sales experience, preferred
College degree or equivalent work experience, required
Strong sales acumen and willingness to adopt adjustments in sales processes
Ability to effectively communicate and collaborate with clients, colleagues, and other professionals (phone or in-person)
Excellent moral and ethical integrity
Ability to self-motivate
Proficient in MS Office applications, required
Experience with AMS or CRM software, preferred
Strong attention to detail and accuracy
Ability to manage multiple customer-related activities simultaneously
Motivated to work in a fast-paced, dynamic environment

Responsibilities

Build rapport and trust with potential customers from initial phone call
Collect information from potential customers to determine comprehensive insurance needs and attempt to close the sale
Quote and advise potential customers on best products and services to minimize risk
Close sales of personal lines property and casualty insurance products upon completion of the quoting process
Cross-sell lines of coverage
Issue policies with appropriate carriers and follow up on any necessary trailing documents
Collaborate with the Account Management/Service team to meet customer needs
Continuously develop new product and carrier knowledge
Maintain compliance with all company policies and procedures

Skills

Salesforce

Epic

Insurance Quoting

Property and Casualty

Personal Lines Insurance

Cross-selling

Sales Closing

CRM

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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