Apply on Employer Site

Acrisure · 2 weeks ago

Employee Benefits Client Advisor

Pompano Beach, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Acrisure is a global fintech leader that empowers businesses and individuals with customized solutions. The Employee Benefits Client Advisor generates revenue by connecting clients to insurance policies and services, guiding them through the buying process, and closing direct sales.

Financial ServicesInsuranceInsurTech

Responsibilities

Identifies and develops insurance prospects and appropriate markets

Responds to referrals quickly and effectively

Pre-qualifies insurance prospects for insurability and quality of risk

Creates and maintains client or prospect lists

Designs insurance plans and recommends coverages to clients

Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients

Makes sales presentations to prospective and existing clients on new and renewal business

Completes and submits applications and related documentation to marketing staff

Develops, follows and completes sales objectives

Prepares, requests, and delivers binders to insureds

Educates clients concerning agency payment expectations and cancellation procedures

Collects necessary down payments from insureds for purchases of new and upgraded coverages and obtains signatures on all applications for insureds

Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures

Asks for referrals from insureds to help generate new business

Refers Life/Health/Employee Benefits producer to client for account rounding opportunities

Contacts insureds to assist CFO in collection of past due premiums or audit amounts

Explains coverages and exclusions and documents explanations on automated file for future reference

Develops a book of business that is profitable for both the agency and carriers

Works with clients to ensure limit and coverage adequacy

Provides needed information and clarifications about clients to company personnel, and documents system by transaction date

Qualification

Client Advisor experienceLife & Health LicenseBilingual in Spanish/EnglishMicrosoft Office proficiencyHigh school diplomaCollege degree

Required

2-3 years minimum experience as a Client Advisor/Producer in Employee Benefits

Active Life & Health License (2-15) required

Microsoft Office proficiency required

Driver's license required

High school diploma required

Preferred

Active Property & Casualty License (2-20) preferred

Bilingual in Spanish/English strongly preferred

College degree preferred

Benefits

Competitive compensation

Flexible 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.