Acrisure · 9 hours ago
Risk Advisor/ Producer
Dallas, TX
Full-time
Onsite
Entry, Mid LevelAcrisure is a company focused on building a community where people can grow and thrive. They are seeking a Risk Advisor/Producer who will be responsible for producing new accounts and renewing existing accounts while building relationships with clients and identifying sales prospects.
Financial ServicesInsuranceInsurTech
Responsibilities
Develops new business leads (Prospects)
Gathers necessary underwriting information to market prospective account
Presents proposals in a professional manner
Makes the sale and collects necessary deposits, arranges for binders, certificates, etc. Collects all premiums that are due on or before effective date of coverage
Develops annual new and renewal production goals with Sales Manager
Develops prospects through an organized agency direct solicitation program, referrals from present accounts, and target-marketing leads and through community affiliations and other contacts
Develops information and recommendations for prospective accounts, presents proposals and adheres to agency policies and procedures for writing a new account
Establishes servicing procedures when necessary for designated accounts
Establishes payment arrangements for each new/renewal account, adhering to agency guidelines, policies and procedures regarding the payment of policy premium
Performs periodic service calls on designated accounts
Maintains a concern for timeliness and completeness when interacting with customers, as well as agency and company personnel, to minimize potentials for error or omission claims
Identifies and solicits sales prospects from various sources provided by agency, by cold calls, mailings, and phone contacts
Solicits referrals from existing agency accounts
Assists in resolving any problems in accounting or claims for accounts produced
Coordinates timely presentations for both new and renewal business
Assists in marketing accounts where appropriate due to relationships or product expertise
Documents all material conversations with insureds and/or carriers regarding exposures and coverages
Performs other functions as assigned by management
Qualification
Required
Aggressive and assertive self-starter with the ability to influence others with demonstrated effective verbal and written presentation skills
Willing to travel as required
Expected to meet monthly new business premium goals through a variety of sources: cold calls, referrals, niche marketing, etc
Maintains knowledge of underwriting criteria for carriers represented by agency
Assists in collecting earned premiums, audit premiums, etc., when called upon, with any uncollected premiums being the responsibility of the producer
All licenses to discuss or place insurance as required by the State Department of Insurance in states where the agency functions
Ability to use personal computer, calculator, agency automation systems and various software programs, including but not limited to Microsoft Word and Excel
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
A complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
Founded in 2005
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
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase