Acrisure Partners West Coast Insurance Services, LLC
Insurance Client Advisor-Technology
Acrisure Partners West Coast Insurance Services, LLC, San Jose, California, United States, 95199
Insurance Client Advisor-Technology page is loaded Insurance Client Advisor-Technology Apply remote type Hybrid locations 3155 Olsen Dr, Ste 400 - SAN JOSE, CA SAN FRANCISCO, CA SEATTLE, WA SANTA ROSA, CA COSTA MESA, CA time type Full time posted on Posted Yesterday job requisition id JR108354
Job Description
About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: As a
Client Advisor you are responsible for growing the book of business, specifically in the technology space. You should be comfortable with generating new clients byprospecting, making phone calls, utilizing a referral base, and/or other unique methods. Equally importantly, you should provide excellent service and communicate regularly with existing customers. Essential Duties and Responsibilities: Develop sales and marketing strategies
Work closely with Employee Benefits advisors to mutually cross-sell to existing and new technology clients
Achieve new business sales goals
Demonstrate technical knowledge
Perform thorough due diligence to makerecommendations
Retainexisting book of business throughregular communication & excellent service
Travel regularly to meet with prospects and existing clients
Build and maintain strongrelationshipswith carriers, clients and peers
Resolve client inquiries and/or complaints swiftly
Comply with insurance standards and regulations
Review emails within 24 hours and client voicemails within 2-4 hours and respond accordingly.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: Bachelor’s degree required
5+ years of commercial producer experience with strong technology experience, required
Active P & C license, required
Technology P&C knowledge, required
Middle Market and Large Market sales experience, required
Extensive knowledge of Commercial P&C insurance
Technology Skills: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Proficiency in Applied Epic (or similar agency management system) for tracking leads and activities
Other Qualifications: Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Ability to Moderate stress due to regular deadlines and daily challenges
The salary range for this position is between $150,000 and $200,000 per year, depending on experience, location, qualifications, plus performance-based incentives. If carrying Book and receiving Commissions, it will be taken into account with offer and Base and/or Bonus may be adjusted. #LI-KS1 Pay Details: The base compensation range for this position is $150,000 - $200,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
California
residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant .
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department. Similar Jobs (1)
Client Advisor locations 1350 Treat Boulevard, Ste 100 - WALNUT CREEK, CA time type Full time posted on Posted 5 Days Ago Welcome, your new opportunity awaits you.
Recruiter Fraud Notice
We have been made aware of fraudulent recruitment activities being conducted by individuals or organizations falsely claiming to represent Acrisure. These scams often involve fake job offers, requests for personal information, or demands for payment. Please be advised of the following: Acrisure does not charge any fees at any stage of the recruitment process. Official communication from Acrisure will always come from an @acrisure.com email address or our Applicant Tracking System, Workday. Job offers will only be extended after a formal interview process. Personal information should only be shared through our secure career portal. How to Protect Yourself: Do not share personal or financial information with unverified sources. Report any suspicious activity to our HR department immediately. For your safety, please ensure you are applying through our official careers page: Careers Thank you for your vigilance and cooperation.
#J-18808-Ljbffr
Job Description
About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: As a
Client Advisor you are responsible for growing the book of business, specifically in the technology space. You should be comfortable with generating new clients byprospecting, making phone calls, utilizing a referral base, and/or other unique methods. Equally importantly, you should provide excellent service and communicate regularly with existing customers. Essential Duties and Responsibilities: Develop sales and marketing strategies
Work closely with Employee Benefits advisors to mutually cross-sell to existing and new technology clients
Achieve new business sales goals
Demonstrate technical knowledge
Perform thorough due diligence to makerecommendations
Retainexisting book of business throughregular communication & excellent service
Travel regularly to meet with prospects and existing clients
Build and maintain strongrelationshipswith carriers, clients and peers
Resolve client inquiries and/or complaints swiftly
Comply with insurance standards and regulations
Review emails within 24 hours and client voicemails within 2-4 hours and respond accordingly.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: Bachelor’s degree required
5+ years of commercial producer experience with strong technology experience, required
Active P & C license, required
Technology P&C knowledge, required
Middle Market and Large Market sales experience, required
Extensive knowledge of Commercial P&C insurance
Technology Skills: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Proficiency in Applied Epic (or similar agency management system) for tracking leads and activities
Other Qualifications: Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Ability to Moderate stress due to regular deadlines and daily challenges
The salary range for this position is between $150,000 and $200,000 per year, depending on experience, location, qualifications, plus performance-based incentives. If carrying Book and receiving Commissions, it will be taken into account with offer and Base and/or Bonus may be adjusted. #LI-KS1 Pay Details: The base compensation range for this position is $150,000 - $200,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
California
residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant .
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department. Similar Jobs (1)
Client Advisor locations 1350 Treat Boulevard, Ste 100 - WALNUT CREEK, CA time type Full time posted on Posted 5 Days Ago Welcome, your new opportunity awaits you.
Recruiter Fraud Notice
We have been made aware of fraudulent recruitment activities being conducted by individuals or organizations falsely claiming to represent Acrisure. These scams often involve fake job offers, requests for personal information, or demands for payment. Please be advised of the following: Acrisure does not charge any fees at any stage of the recruitment process. Official communication from Acrisure will always come from an @acrisure.com email address or our Applicant Tracking System, Workday. Job offers will only be extended after a formal interview process. Personal information should only be shared through our secure career portal. How to Protect Yourself: Do not share personal or financial information with unverified sources. Report any suspicious activity to our HR department immediately. For your safety, please ensure you are applying through our official careers page: Careers Thank you for your vigilance and cooperation.
#J-18808-Ljbffr