Client Advisor

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About Acrisure :

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

About Acrisure :

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it : innovation, client centricity and an indomitable will to win.

Job Summary :

As an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new business acquisition, fostering client relationships, and expanding Acrisure's footprint within the insurance marketplace as well as leveraging other Acrisure partnerships to maximize revenue.

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 increaser 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 :

Sales Process :

Market Research and Competitive Analysis :

Competencies :

Education and / or Experience :

Computer Skills :

Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Consulting, Information Technology, and Sales

Industries

Insurance

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