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.
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.
Requirements
Required Qualifications
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.
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
Education and Experience:
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). T
Additional Information
Job Description
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
Acrisure is seeking a Personal Lines High Net Worth Client Advisor to join our growing team. The Personal Lines High Net Worth Client Advisor is a performance driven individual that delivers "white gloves" service and advisory strategies to affluent and ultra-high-net-worth clients, focusing on reducing insurance dependency and boosting performance. This is accomplished primarily through face-to-face meetings with key clients and HNW prospects. This is a high-income, competitive sales position, with the clear objective of always exceeding the quota. To accomplish this, the Personal Lines High Net Worth Client Advisor must be able to prioritize target accounts and develop a clear understanding of a client's insurance needs. Then using consultative-selling techniques, the Personal Lines High Net Worth Client Advisor will present a proposal for implementing the appropriate solution(s) to solve these needs.
This role manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert-level relationship builder.
Acrisure · 1007 W Huron St - Waterford, MI