Commercial Insurance Client Advisor

What You’ll Do

Revenue Growth & Business Development

• Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
• Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
• Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management

• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
• Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
• Build strong external networks and promote Acrisure within the community as a growth-mindset, fintech-enabled insurance leader.

Sales Process & Cadence Discipline

• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

Market Research & Competitive Analysis

• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
• Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

• 2+ years’ experience in a client-facing, client-advising, or business development role required; experience in the insurance industry preferred.
• Commercial Insurance Experience preferred.
• Property and Casualty license preferred, or ability to obtain license upon hire.
• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
• Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
• Demonstrated technology skills, including experience using CRM and AI applications.
• Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents:
Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud:
Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.