Client Advisor

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Primary Responsibilities:

Revenue Generation:

• 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.
  
  

Client Acquisition and Relationship Management:

• 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.
  
  

Sales Process:

• 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.
  
  

Market Research and Competitive Analysis:

• 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.
  
  

Competencies:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Self-motivated and driven.
• Must be able to travel to Acrisure offices, client offices and events as needed.
  
  

Education and/or Experience:

• 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 or enhance sales efforts in existing markets.
• Property and Casualty licensed, required
• Minimum 2 years’ experience in production within the insurance industry, preferred
• Bachelors’ degree in a related field, such as business administration, marketing or finance preferred.
  
  

Computer Skills:

• Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
• Applied EPIC or similar agency management software experience preferred.
• Work as a team with other staff members to achieve production and agency goals.
• Perform other specific duties and projects as assigned by agency management.
  
  

Benefits and Perks:

• Competitive compensation
• Generous vacation policy, paid holidays, and paid sick time
• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Company-paid Employee Assistance Program (EAP) and Calm App subscription
• Employee-paid Pet Insurance and optional supplemental insurance coverage
• Vested 401(k) with company match and financial wellness programs
• Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
• Paid maternity leave, paid paternity leave, and fertility benefits
• Career growth and learning opportunities
• …and so much more!
  
  

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success.  

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination. 

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com. 

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Welcome, your new opportunity awaits you.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.