What are the responsibilities and job description for the Client Advisor position at Acrisure?
Job Title: Client Advisor
Department: Construction/Surety
Location: Miami Lakes, FL
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.
In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. 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 (CA) is responsible for generating new business and retention revenue based upon annual objectives. A Commercial Lines Client Advisor is committed to delivering a consistently impeccable experience.
Responsibilities:
Essential Functions include the following. Other duties may be assigned.
Sales Responsibilities:
To learn more, visit www.Acrisure.com or follow us on LinkedIn.
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.
Department: Construction/Surety
Location: Miami Lakes, FL
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.
In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. 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 (CA) is responsible for generating new business and retention revenue based upon annual objectives. A Commercial Lines Client Advisor is committed to delivering a consistently impeccable experience.
Responsibilities:
Essential Functions include the following. Other duties may be assigned.
Sales Responsibilities:
- Research and identify prospective new commercial clients based on approved agency prospect profile.
- Maintain all prospecting information and activities in the agency prospect database.
- Develop and implement an approved solicitation plan for each prospective new client.
- Identifies and seizes new business opportunities by independently generating meetings with prospects to learn about their business, determine their viability as a prospect, and assess their insurance and Risk Management needs.
- Develop and present the GSI value proposition through formal Capabilities Presentations.
- Audit current and prospective client insurance programs to determine coverage and service gaps.
- Obtain all necessary information to adequately market the account, complete required applications and submit the account to the Commercial Lines Marketing department for distribution to carriers.
- Confidently present, negotiate and close new and renewal business proposals.
- Provide the Commercial marketing department with all pertinent information necessary to bind coverage and issue policies and documents.
- Assist the client with the transition to the new program; i.e. coordinate delivery of claims packets, certificates of insurance, auto ID cards, and binders and copies of policies.
- Oversee ongoing service of clients in coordination with Account Manager, Risk Manager and Claims Advocate for as long as business remains a client. Responsible for building relationships and trust with the client.
- Approximately 120 days prior to the client’s annual account renewal, work with the Account Manager on the successful processing of the renewal according to Acrisure’s Commercial Client Advisor Renewal Activity Minimum Standards.
- Review summaries of insurance and recommended coverage.
- Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, facilitating loss control service, and answering coverage questions.
- Respond to client service requests in a timely manner.
- Maintain client accounts on agency client management system, documents conversations, properly attaches documents to on document management system, sends confirmations to insured’s and adheres to all other automation procedures that are or become established.
- Attend and participate (as assigned) in networking and agency sponsored events intended to support prospecting and agency branding including seminars, tradeshows, industry functions, luncheons, etc.
- Support the implementation of strategies to accomplish the Commercial Lines business objectives.
- Act in an advisory capacity to others on professional matters relating to Commercial Insurance.
- Act as service liaison for client with other GSI departments such as Employee Benefits or Personal Lines.
- Actively seek referrals from current client base to solicit for new business prospects.
- Work with AM to ensure timely preparation of exposure schedules, proposals, recommendations, and proof of insurance documents.
- Participate in seminars and other training for knowledge and skill development.
- Perform other duties and special projects at Management’s request.
- Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures.
- Minimum 4-10 years' experience as a commercial insurance producer in the construction niche and located in FL. Must have thorough understanding of commercial lines insurance coverages.
- Must have excellent computer skills and the ability to learn agency automation system and other automation/internet programs as required. Proficient in the use of windows-based operating system and Microsoft Office products (2016 or above), especially Word, Excel and PowerPoint. Strong phone communication skills, presentation skills, strong organizational skills, attention to detail, and ability to respond to requests timely and efficiently.
- Must have the ability to read, understand and interpret policy language as well as legal documents as pertains to insured contracts. Advanced use of Microsoft Excel including graphs, pivot tables and formulas is preferred.
- FL 2-20 license
- Four-Year Degree, preferred
- Competitive compensation
- Industry leading healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering Hybrid Work Options
- Opportunities for Growth
- Parental Leave
- Generous Time Away
To learn more, visit www.Acrisure.com or follow us on LinkedIn.
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.
