Managing Client Advisor

Summary:

The Managing Client Advisor for West Michigan reports to the Vice President, Commercial Lines for West Michigan and is responsible for translating regional growth priorities into disciplined execution across an assigned team of Client Advisor s. This role leads day-to-day sales performance by reinforcing pipeline rigor, coaching to client
-facing behaviors, and driving accountability for new business, client expansion, retention, and cross-sell activity. In addition to leading a team of Client Advisor s, the Managing Client Advisor is expected to maintain an active presence in the market and may carry a personal book of business as determined by the needs of the region.

This role is responsible for leading the assigned sales team within West Michigan Commercial Lines, executing growth strategies established by the Vice President, Commercial Lines, and driving consistent sales discipline across a team of Client Advisor s. The Managing Client Advisor serves as the frontline leader for team performance, helping embed Acrisure's growth culture through coaching, manager cadence, pipeline inspection, and client engagement standards.

This position works in close partnership with operations, placement, and service partners to ensure growth is supported by strong execution, market access, and a high-quality client experience. The Managing Client Advisor is accountable for driving team-level execution against regional growth expectations, developing Client Advisor capability, and ensuring local market activity aligns with broader Commercial Lines growth priorities.

• Growth Strategy Execution:
  Partners with the Vice President, Growth to translate regional growth priorities into clear, actionable expectations for the assigned sales team. Reinforces day-to-day execution through regular team cadence, coaching, and follow-through on key sales behaviors.
• Sales Leadership, Coaching & Team Development:
  Leads, develops, and supports Client Advisor s by setting expectations, providing coaching, reinforcing accountability, and making talent decisions in partnership with Human Resources. Builds capability across the team to improve productivity, consistency, and growth outcomes.
• Revenue Growth & Business Development:
  Drives profitable organic growth across the assigned team by reinforcing disciplined prospecting, opportunity management, client expansion, and cross-sell activity. Supports Client Advisor s in converting opportunities and growing share of wallet within target accounts.
• Sales Culture & Performance Accountability:
  Acts as a local culture carrier for growth by reinforcing expectations for sales activity, pipeline discipline, and client engagement. Monitors individual and team performance, addresses gaps, and ensures standards are executed consistently.
• Sales Planning, Forecasting & Metrics:
  Supports sales planning and forecasting for the assigned team by monitoring pipeline health, new business activity, client expansion, and other key growth metrics. Leverages Acrisure growth, retention, revenue, and client service KPIs to identify priorities, keep teams focused on key business objectives, and implement course corrections when necessary.
• Client Engagement & Market Presence:
  Supports key client , prospect, and market-facing activity within the assigned geography. Builds external relationships that strengthen Acrisure's reputation, support local market growth, and enhance client retention and expansion opportunities.
• Operational Excellence:
  Works collaboratively with operations, placement, and service partners to ensure growth strategies are supported by strong execution, market access, and service quality. Reinforces consistent processes that improve hit ratios, retention, and overall client outcomes.
• Cross-Functional Collaboration:
  
  Partners closely with sales, operations, placement, service, and Human Resources to align team execution with growth priorities, organizational standards, and talent expectations. Helps ensure growth initiatives are practical, coordinated, and well supported.
• Process Improvement & Technology Adoption:
  Supports the adoption of tools, technology, and process improvements that enhance sales execution, visibility, and scalability. Encourages consistent use of internal solutions to strengthen client retention, growth, and team productivity.

• Drive Results:
  Delivers against revenue, growth, retention, and cross-sell goals by maintaining strong focus on performance, execution, and measurable outcomes.
• Develops Talent:
  Builds capability across the team through coaching, feedback, hiring, and performance management, while strengthening the bench of Client Advisor s.
• Directs Work:
  Provides clear direction, sets expectations, prioritizes work, and ensures the sales team is aligned to business objectives and growth strategies.
• Business Insight:
  Applies knowledge of the commercial lines market, client needs, compet