Client Advisor, Private Client at Acrisure

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 twelve years Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership accountability and collaboration we equip our teams to work at the highest levels possible.Job Summary: Acrisure is seeking a HNW Personal Lines Client Advisor to join our growing team. The HNW Personal Lines Client Advisor is a performance driven individual that delivers white gloves service and advisory strategies to affluent and ultra-high-net-worth clients focusing on reducing insurance dependency and boosting performance. This is accomplished primarily through face-to-face meetings with key clients and HNW prospects. This is a high-income competitive sales position with the clear objective of always exceeding the quota. To accomplish this the HNW Personal Lines Client Advisor must be able to prioritize target accounts and develop a clear understanding of a clients insurance needs. Then using consultative-selling techniques the HNW Personal Lines Client Advisor will present a proposal for implementing the appropriate solution(s) to solve these needs.This role manages a book of complex personal insurance accounts provides technical guidance on risk mitigation and serves as an expert-level relationship builder.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 agencys 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 clientsMaintains high standards for delivering proactive concierge-level service and communication to clientsCoordinate client onboarding: risk assessments data collection property inspections and coverage strategyPrepare re-market and negotiate renewals and new business with HNW carriersAnalyzes complex exposures including multi-state homes high-value autos and collector cards valuable articles domestic employees trusts LLCs and family office structuresKeeps track of sales successes and efforts.RequirementsRequired QualificationsMust 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 clienteleWillingness 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.Preferred QualificationsPrior experience working with HNW carriers such as Chubb PURE AIG PCG Vault Cincinnati Berkley One.Experience managing HNW accounts including trusts LCs and multi-state householdsUnderstanding of catastrophe exposure (wildfire hurricane flood) and mitigation recommendationsFamiliarity with risk consulting mitigation vendors and inspection requirementsEducation and Experience:Required QualificationsBachelors 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.Benefits and Perks:Competitive compensationGenerous vacation policy paid holidays and paid sick timeMedical Insurance Dental Insurance and Vision Insurance (employee-paid)Company-paid Short-Term and Long-Term Disability InsuranceCompany-paid Group Life insuranceCompany-paid Employee Assistance Program (EAP) and Calm App subscriptionEmployee-paid Pet Insurance and optional supplemental insurance coverageVested 401(k) with company match and financial wellness programsFlexible Spending Account (FSA) Health Savings Account (HSA) and commuter benefits optionsPaid maternity leave paid paternity leave and fertility benefitsCareer growth and learning opportunitiesand so much more!Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.At Acrisure we firmly believe that an inclusive workforce drives innovation creativity and ultimately our collective success.We recruit hire employ train promote and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about an accommodation or need assistance with completing the application process please email.California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at your new opportunity awaits you.Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.Why Join Us:At Acrisure were building more than a business were building a community where people can grow thrive and make an impact. Our benefits are designed to support every dimension of your life from your health and finances to your family and future.Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.Employee BenefitsWe also offer our employees a comprehensive suite of benefits and perks including:Physical Wellness: Comprehensive medical insurance dental insurance and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. and so much more!This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race color religion sex national origin disability or protected veteran status. Applicants may request reasonable accommodation by contacting .California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.Welcome your new opportunity awaits you.Required Experience:Unclear Seniority Key Skills Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Employment Type : Full-Time Experience: years Vacancy: 1