Personal Lines Risk Advisor - Mass Affluent

The Personal Lines Risk Advisor, is responsible for staying current on market trends as well as changes in clients lifestyle that impact their risk profile and coverages, conducting annual reviews of clients insurance program, negotiating with carriers on clients behalf, and recommending appropriate coverages, limits, . Risk Advisors are also responsible for new business generation by obtaining referrals from existing clients and cross selling appropriate coverages.

Primary Functions:

•  Review client exposures, loss experience and current coverage and recommends appropriate 
products and services in a proactive manner.

•  Provide efficient and effective responses to client questions and issues.
•  Gather updating underwriting information from client to evaluate and propose a variety of solutions to manage clients risk.
•  Create and present Summaries of Insurance and renewal proposals to existing clients and conducts annual interactive client reviews where appropriate.

•  Work with Team assistant to mentor and educate them for future growth opportunities.
•  Ability to quote coverages for existing clients and any remarkets needed.
•  Provide exceptional service and build relationships with clients, that promotes retentions and referral opportunities.

•  Negotiate with multiple insurance carriers to provide comprehensive coverage options for 
clients and prospects, while conforming to all laws, regulations and requirements governing the 
insurance industry.
•  Implement and maintains workflows ensuring the accuracy of binders, policies, and other 
relevant documents that are delivered to clients.
•  Communicate clients risk solution and binding instructions to carriers.

•  Utilize the (EPIC) Applied system in an accurate and timely manner to enter and maintain all 
pertinent account information.

•  Ensure that all regulatory requirements are met and complies with all internal policies and 
procedures.

•  Escalate internal and external service concerns that clients may be experiencing to appropriate 
team lead or manager for action and prevention of further client impact.

Position Requirements:

•  3 - 5 years personal lines insurance experience; preferably working with Mass Affluent clientele.

•  Property & Casualty (P&C) License

•  Proficiency in Microsoft Office-Word & Excel

•  Client service orientation with balance on managing expectations

•  Excellent verbal & written communication skills

•  Detail oriented, highly organized and ability to meet deadlines

•  Ability to maintain confidentiality and professionalism

•  Ability to adhere to policies, practices & procedures

•  Ability to work well in a team environment

Preferred Attributes a Plus:

•  College Degree, preferred

•  Professional designations a plus, e.g. CPCU, CIC, etc.

•  Previous experience with Applied Systems (EPIC) or similar system preferred
 

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Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without 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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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