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Acrisure · 3 weeks ago

Employee Benefits Client Advisor

New Berlin, WI

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Acrisure is a global fintech leader that empowers businesses and individuals with innovative solutions. They are seeking a high-performing Employee Benefits Client Advisor to generate revenue by connecting clients with benefit solutions, guiding them through the buying process, and serving as a trusted advisor in navigating the benefits landscape.

Financial ServicesInsuranceInsurTech

Responsibilities

Identify and develop employee benefits prospects and match them to appropriate markets

Respond to referrals quickly and effectively, pre-qualifying prospects for insurability and quality of risk

Design and present benefit plans, recommending coverages tailored to client needs

Survey exposures, employee demographics, and cost considerations to build sustainable benefits programs

Make sales presentations to prospective and existing clients for new and renewal business

Ask for referrals to expand opportunities and collaborate with Life, Health, and P&C producers for account rounding

Guide clients through the entire buying process, ensuring clarity on benefit plan options, coverage limitations, and financial responsibilities

Serve as a trusted advisor by developing deep client relationships and delivering holistic benefits solutions that drive long-term value

Partner with Acrisure’s service teams to deliver comprehensive, competitive proposals and benefits strategies

Educate clients on payment expectations, cancellation procedures, and compliance requirements

Develop and maintain a profitable book of employee benefits business for both Acrisure and carriers

Work with clients to ensure adequacy of coverage, plan limits, and evolving employee needs

Provide ongoing education and clarification on coverage and exclusions, documenting in the system for accuracy and risk management

Share client insights with internal teams to optimize retention strategies and strengthen client satisfaction

Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle

Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes

Qualification

Insurance salesClient advisingBusiness developmentLifeHealth licensingMicrosoft Office 365Applied EPICFinancial services experienceAnalytical skillsRelationship managementSales presentations