Apply on Employer Site

Acrisure · 4 days ago

HNW Personal Lines Client Advisor

Naperville, IL

Full-time

Onsite

Mid, Senior Level

$50K/yr - $150K/yr

3+ years exp

Acrisure is a global fintech leader empowering businesses and individuals with innovative solutions. They are seeking a HNW Personal Lines Client Advisor to provide exceptional service to affluent clients, focusing on understanding their insurance needs and developing tailored solutions.

Financial ServicesInsuranceInsurTech

Responsibilities

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 client. All created presentations will be the result of swarming key business problems/pain points relative to the customer with cross-disciplinary experts

Assists in the coordination of developing client proposals and provides guidance and market intelligence for the development of the proposals. This includes engaging the service team at the appropriate time to have a finished proposal that meets or exceeds the standards necessary to provide a clear and specific solution for the client

Learns and fully utilizes agency’s sales tracking technology to forecast sales, report pipeline progress and maintain up-to-date activity reports. Forecasting should be accurate and reporting information should be updated timely

Serves as the primary point of contact for an assigned book of HNW Personal Insurance clients

Maintains high standards for delivering proactive, concierge-level service and communication to clients

Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy

Prepare, re-market, and negotiate renewals and new business with HNW carriers

Analyzes complex exposures including multi-state homes, high-value autos and collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures

Keeps track of sales successes and efforts

Qualification

Personal Lines InsuranceSales AbilitiesRelationship BuildingMicrosoft OfficeInsurance LicenseTechnical ClassesRisk ConsultingCommunication SkillsOrganizational SkillsTeamwork

Required

Must have strong sales abilities as well as relationship building abilities

Must have the ability to maintain professionalism in a virtual or in-person work environment

Experience engaging and building relationships with HNW clientele

Willingness to participate in self-development or technical classes

Must be comfortable in an electronic environment with strong computer skills

Strong working knowledge of Microsoft Office Products

Excellent verbal and written communication skills

Excellent people skills and ability to work well in a team environment

Strong organizational skills

Bachelor's degree in business or related field of study or equivalent combination of education and experience required

3-5+ years' experience in Personal Lines insurance (preferably with HNW client exposure). This experience must include a strong understanding of high-value home, auto, umbrella, and valuables insurance

Current Insurance License (Property & Casualty)

Ability to work toward professional designation