Commercial Lines Client Advisor

Acrisure is seeking a Client Advisor to join their growing team. The Client Advisor will deliver insurance, benefits, and advisory strategies to medium size companies to large fortune 500 companies, focusing on reducing insurance dependency and boosting performance. This is a high-income, competitive sales position with a clear objective of always exceeding quota.

Requirements

• Develops a lead generation plan for obtaining new clients.
• Executes against the lead generation plan using a variety of lead generation techniques.
• Engages in the discovery process for all sales opportunities to understand the top needs of the prospect.
• Acts as a subject matter expert for clients through proactively providing insight on industry trends, solutions and business advice.
• Develops comprehensive, professional presentations for each target customer.
• Assists in the coordination of developing client proposals and provides guidance and market intelligence for the development of the proposals.
• Learns and fully utilizes agency’s sales tracking technology to forecast sales, report pipeline progress and maintain up-to-date activity reports.
• Keeps track of sales successes and efforts.

Benefits

• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Calm app subscription
• 401(k) plan
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Commuter benefits
• Employee discount programs
• Paid maternity leave
• Paid paternity leave
• Legal plan options
• Pet insurance coverage