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Acrisure · 2 hours ago

Client Advisor

Linthicum, MD

Full-time

Onsite

Entry, Mid Level

2+ years exp

Acrisure is a global Fintech leader that offers a range of financial products and services. The Client Advisor role focuses on driving new business acquisition, fostering client relationships, and maximizing revenue opportunities within the insurance marketplace.

Financial ServicesInsuranceInsurTech

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 increaser 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

Meeting 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

Qualification

Client AcquisitionRevenue GenerationFinancial Services ExperiencePropertyCasualty LicenseSales Strategy DevelopmentMarket ResearchMicrosoft Office 365Self-motivatedTeam Collaboration