Acrisure · 1 day ago
Commercial Lines Client Advisor
Jefferson City, MO
Full-time
Onsite
Mid, Senior Level
4+ years expAcrisure is a global fintech leader empowering businesses with customized solutions. They are seeking a Commercial Lines Client Advisor to deliver insurance and advisory strategies to medium and large companies, focusing on reducing insurance dependency and enhancing performance through consultative-selling techniques.
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 customer. 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
Keeps track of sales successes and efforts
Qualification
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 in improving Customer Service operations
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
Current Insurance License (Property & Casualty and/or Life & Health)
Ability to work toward professional designation
Preferred
4-6 years' experience in insurance-specific consultation and sales preferred
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
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Company data provided by crunchbase