Responsibilities

• Proactively generate lists of potential prospects and develop focused campaigns.
• Make at least 200 outreach activities per week to achieve the weekly meeting goal.
• Set 5-10 confirmed introductory meetings per week.
• Be able to effectively communicate the Acrisure brand and ‘sales pitch’ (a strategic focus).
• Leverage Auris to prospect efficiently and effectively, as well as to log all sales activities in HubSpot.
• Ensure consistency of the brand and adequate marketing and communication support to all locations.
• Marketing efforts collaborated to territory specific demographics
• May participate with strategy and planning of webinars on site, roadshow activity.
• Conduct new business reporting and create dashboards to deliver actionable data.
• Increase Client Advisor workflow efficiency by pursuing improvements to HubSpot, system integrations, and greater mobile access to content

Requirements

• Bachelor’s degree in business or related field of study or equivalent experience required. 2-3 years of relevant work experience in B2B marketing.
• Excellent presentation skills.
• Should possess commercial lines product knowledge, as well as knowledge of agency systems and company relationships.
• Self-motivated, with the initiative to prioritize and be self-directed.
• Effective organizational skills and the ability to respond to requests effectively and efficiently.
• Ability to carry out detailed written or verbal instructions with multiple variables.
• Ability to communicate effectively.
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the office.
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.
• Work as a member of the Midwest Sales and Growth Team to proactively utilize the resources available.
• Must be comfortable in an electronic environment with strong computer skills.
• Excellent verbal and written communication skills.
• Excellent people skills and ability to work well in a team environment.
• Strong organizational skills.
• Become licensed in P&C and Health & Life and maintain that licensure.
• Insurance industry experience preferred.
• HubSpot experience preferred.
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Have

• HubSpot experience preferred.
• Insurance industry experience preferred.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.