Commercial Lines Client Advisor

Acrisure is seeking a Commercial Lines Client Advisor to join our growing team. A Commercial Lines Client Advisor is a performance-driven individual that delivers insurance and advisory strategies to medium-size companies and large Fortune 500 companies.

Requirements

• Develops a lead generation plan for obtaining new clients
• Executes against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
• 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 into 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

• 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