Apply on Employer Site

Acrisure · 17 hours ago

HNW Personal Lines Client Advisor

Overland Park, KS

Full-time

Onsite

Mid, Senior Level

3+ years exp

Acrisure is a global fintech leader empowering businesses and individuals with tailored solutions. The HNW Personal Lines Client Advisor will provide high-level service and advisory strategies to affluent clients, focusing on understanding their insurance needs and developing appropriate 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

Sales abilitiesPersonal Lines insuranceInsurance LicenseRelationship buildingMicrosoft OfficeCommunication skillsOrganizational skillsSelf-developmentTechnical classesTeamwork

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

Preferred

Prior 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 households

Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations

Familiarity with risk consulting, mitigation vendors, and inspection requirements

Benefits

Competitive compensation

Generous vacation policy, paid holidays, and paid sick time

Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)

Company-paid Short-Term and Long-Term Disability Insurance

Company-paid Group Life insurance

Company-paid Employee Assistance Program (EAP) and Calm App subscription

Employee-paid Pet Insurance and optional supplemental insurance coverage

Vested 401(k) with company match and financial wellness programs

Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options

Paid maternity leave, paid paternity leave, and fertility benefits

Career growth and learning opportunities

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.