Commercial Insurance Client Advisor

Acrisure•Oklahoma City, OK

44d•Hybrid

About The Position

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.

Requirements

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
Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
Self-motivated and driven.
Must be able to travel to Acrisure offices, client offices and events as needed.

Nice To Haves

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.
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.

Responsibilities

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.
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.
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.
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.

Benefits

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