Acrisure Trade Credit · 2 days ago
Personal Lines High Net Worth Client Advisor
Waterford, MI
Full-time
Onsite
Mid, Senior Level
3+ years expAcrisure is a global fintech leader that provides innovative solutions to businesses and individuals. They are seeking a Personal Lines High Net Worth Client Advisor to deliver exceptional service and advisory strategies to affluent clients, focusing on reducing insurance dependency and enhancing performance through personalized consultations.
CreditFinancial ServicesInsurance
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 client. 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
Serves as the primary point of contact for an assigned book of HNW Personal Insurance clients
Maintains high standards for delivering proactive, concierge-level service and communication to clients
Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy
Prepare, re-market, and negotiate renewals and new business with HNW carriers
Analyzes complex exposures including multi-state homes, high-value autos and collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures
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 engaging and building relationships with HNW clientele
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
3-5+ years' experience in Personal Lines insurance (preferably with HNW client exposure). This experience must include a strong understanding of high-value home, auto, umbrella, and valuables insurance
Current Insurance License (Property & Casualty)
Ability to work toward professional designation
Preferred
Prior experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One
Experience managing HNW accounts including trusts, LCs, and multi-state households
Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations
Familiarity with risk consulting, mitigation vendors, and inspection requirements
Benefits
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 Trade Credit
WHAT WE DO: Help businesses & lenders grow sales, offer more competitive terms, and increase profitability.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gene Ferraiolo
Partner
Company data provided by crunchbase