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:

In this role, you will assist Medicare-eligible individuals in finding the best Medicare Supplement plans to meet their healthcare needs. You will be responsible for building relationships, providing expert guidance on available plans, and closing sales. The ideal candidate is a self-starter with a strong understanding of the Medicare landscape and a passion for helping others.

Essential Duties and Responsibilities:

Make proactive outbound calls in an effort to quote and bind policies for Senior Products for our retail clients.

Provide education and consultation to qualified Medicare beneficiaries to assist them in purchasing the appropriate medical and ancillary lines insurance products.

Specialists analyze the information collected from current and prospective clients and compare and evaluate possible insurance needs to develop individualized advice and strategies for each client based upon each client’s insurance and financial status, risk tolerance, needs and objectives.

Specialists provide individualized advice and recommendation to current and prospective clients on the purchase of insurance products. This includes explaining and discussing with clients the advantages and disadvantages of various insurance products including the costs, monetary values, and risks of each.  

Specialists structure transactions to ensure they result in the maximum benefit for the clients, while also conforming with the laws, regulations, and requirements governing the insurance industry.

Aggressively work internet leads, direct mail, cross-sell, and referral lists by making proactive outbound calls and hitting desired activity ratios.

Implement effective cross sell campaigns and follow procedures to round out client accounts.

Sell insurance through various prospect contact touch points such as telephone, email and/or internet.

Prepare insurance quotes to prospects and use assumptive closing techniques to close sales.

Utilize persuasive negotiation skills and highly effective listening and communications skills.

Facilitate a sales culture to maximize retention, customer satisfaction, and up-sell and cross sell opportunities with each customer interaction.

Maintain product knowledge for lines of business written in the Senior Products Market.

May be asked to assist with other tasks when necessary.

Satisfy minimum sales requirements.

Develop prospecting techniques including, but not limited to, conducting education seminars (in person and virtually), creating relationships with center of influence in senior communities, and cultivating client referrals.

Enter all policies into the CRM (WMLL) same day.

Education and/or Work Experience Requirements:

Bachelor’s degree in a related field and/or equivalent experience.

NJ Accident & Health & Life licenses

Responsible for Continuing Education credits

Clear verbal and written communication skills.

Experience with Microsoft Office (Word, Excel, and PowerPoint).

Physical Requirements:

Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.

Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.

Must be able to talk, listen and speak clearly on telephone.

Stand or sit - must be able to remain in a stationary position 75%.

Walk - the person in this position needs to occasionally move about inside the office to access office machinery, etc.

Work Environment: Remote work may be optional and or required during inclement weather or a public health emergency. Access to stable internet and appropriate workspace will be required.

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.
 

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.