Strategic Transportation Insurance Advisor

Acrisure; Bainbridge Township (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Generous vacation policy

Medical Insurance

Company-paid Short-Term Disability Insurance

401(k) with company match

Paid maternity leave

Job summary

A leading fintech firm is seeking a Commercial Transportation Client Advisor to deliver insurance strategies to clients. This position requires strong sales and relationship-building skills, with duties including developing client proposals and engaging in discovery processes. Ideal candidates will have a Bachelor's degree and insurance consultation experience. Competitive compensation, generous vacation policies, and career growth opportunities are among the benefits offered.

Qualifications

• Strong sales skills necessary for success in a competitive environment.
• Ability to maintain professionalism in various work environments.
• Experience in customer service operations enhancement.
• Willingness to engage in self-development programs.
• Proficient in computer usage and technology.

Responsibilities

• Develop a lead generation plan for new clients.
• Execute the lead generation plan using diverse techniques.
• Understand client needs during the sales discovery process.
• Provide expert insight on industry trends to clients.
• Prepare professional presentations addressing customer issues.
• Coordinate development of client proposals with the service team.
• Utilize sales tracking technology for reporting and forecasting.
• Maintain records of sales successes and efforts.

Skills

Strong sales abilities

Relationship building

Professionalism

Customer Service improvement

Computer skills

Microsoft Office knowledge

Communication skills

Teamwork

Organizational skills

Education

Bachelor’s degree in business or related field

4-6 years of experience in insurance consultation and sales

Current Insurance License (Property & Casualty and/or Life & Health)

Job description

A leading fintech firm is seeking a Commercial Transportation Client Advisor to deliver insurance strategies to clients. This position requires strong sales and relationship-building skills, with duties including developing client proposals and engaging in discovery processes. Ideal candidates will have a Bachelor's degree and insurance consultation experience. Competitive compensation, generous vacation policies, and career growth opportunities are among the benefits offered.