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Acrisure · 2 weeks ago

Client Advisor Employee Benefits

55 Shuman Blvd Suite 900 - NAPERVILLE, IL

Full-time

Onsite

Mid, Senior Level

$50K/yr - $150K/yr

4+ years exp

Acrisure is a global fintech leader that empowers businesses and individuals with tailored solutions. They are seeking a Client Advisor who will deliver insurance and advisory strategies to medium and large companies, focusing on reducing insurance dependency and boosting 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 on 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

Insurance consultationSales abilitiesRelationship buildingMicrosoft OfficeCustomer service improvementInsurance LicenseProfessionalismSelf-developmentTechnical skillsVerbal communicationWritten communicationTeamworkOrganizational skills