Employee Benefits Client Advisor

Acrisure•Pompano Beach, FL

15d•Hybrid

About The Position

About Acrisure 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 eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. 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 Generates revenue for Acrisure by connecting people and business to policies and services. They guide clients through the entire buying process and close direct sales of policies and services. Required to have the necessary insurance license(s).

Requirements

2-3 years minimum experience as a Client Advisor/Producer in Employee Benefits
Active Life & Health License (2-15) required, Active Property & Casualty License (2-20) preferred.
Bilingual in Spanish/English strongly preferred
Microsoft Office proficiency required
Driver's license required
High school diploma required

Nice To Haves

College degree preferred

Responsibilities

New Sales: Identifies and develops insurance prospects and appropriate markets.
Responds to referrals quickly and effectively.
Pre-qualifies insurance prospects for insurability and quality of risk.
Creates and maintains client or prospect lists.
Designs insurance plans and recommends coverages to clients.
Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
Makes sales presentations to prospective and existing clients on new and renewal business.
Completes and submits applications and related documentation to marketing staff.
Develops, follows and completes sales objectives.
Prepares, requests, and delivers binders to insureds.
Educates clients concerning agency payment expectations and cancellation procedures.
Collects necessary down payments from insureds for purchases of new and upgraded coverages and obtains signatures on all applications for insureds.
Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
Asks for referrals from insureds to help generate new business.
Refers Life/Health/Employee Benefits producer to client for account rounding opportunities.
Contacts insureds to assist CFO in collection of past due premiums or audit amounts.
Retention and Continuous Marketing: Explains coverages and exclusions and documents explanations on automated file for future reference.
Develops a book of business that is profitable for both the agency and carriers.
Works with clients to ensure limit and coverage adequacy.
Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.

Benefits

Competitive compensation
Flexible 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
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.