Job Title: Associate Client Advisor

Department: Employee Benefits

Location: Lexington, KY

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:

The Client Advisor is responsible for prospecting, soliciting, quoting and selling new Life, Health and Employee Benefits Accounts. Continuing to counsel and market to existing clients professionally.  Specific sales goals and service responsibilities are determined during the yearly planning process for this position. Must meet service and sales standards with timeliness and quality.

Responsibilities:

• 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.

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs        

• Opportunities for Growth

• Parental Leave

• Generous time away

#LI-LR1

#LI-Hybrid

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without 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.