Client Advisor

About Acrisure
Acrisure is a global fintech leader combining people and technology to offer 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 has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by an entrepreneurial spirit: innovation, client‑centricity and an indomitable will to win.

As an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on new business acquisition, fostering client relationships, expanding Acrisure’s footprint within the insurance marketplace and leveraging other Acrisure partnerships to maximize revenue.

• Achieve annual objectives established in the sales plan by acquiring new clients, building a robust pipeline, and converting leads into revenue‑generating opportunities.
• Develop and execute a sales plan to achieve the sales budget with New Client Growth Plans/Strategies.
• Identify prospects for new business from target groups.
• Contact and qualify prospective clients by examining their current coverage and determining their financial services and insurance needs.
• Increase hit ratio and closing ratio continuously.
• Collect detailed risk management and underwriting information, including survey data and loss history.
• Develop and deliver formal proposals for all offers of financial services and insurance.
• Collaborate with the service team and new business marketing teams to ensure complete company submissions and account service, including claims issues.
• Anticipate future needs for established clientele to renew and increase revenue on each account with total client selling in mind.
• Maintain production reports and attend all sales meetings as required, taking advantage of all available resources.

• Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their unique needs and challenges.
• Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion with a holistic approach.
• Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support.
• Develop positive working relationships while working professionally with others internally and externally.
• Promote Acrisure within the community.

• Achieve product growth objectives per client.
• Meet sales quotas and develop strategies to exceed targets.
• Achieve established key performance indicators (KPIs) and sales goals.
• Regularly track, analyze, and report on sales performance, revenue metrics, and market trends while sharing with your direct report and leadership.
• Provide proactive insight to management to optimize revenue growth strategies.
• Provide consistent updates to leadership with sales forecasts and pipeline management as detailed in the sales plan.

• Stay up‑to‑date with industry trends, market dynamics, and competitor activities.
• Stay up‑to‑date with opportunities, threats, and emerging trends that impact revenue growth.

• Self‑motivated and driven.
• Must be able to travel to Acrisure offices, client offices and events as needed.
• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities.

• Bachelor’s degree in a related field, such as business administration, marketing or finance (preferred).
• Experience in financial services business and/or insurance industry.
• Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
• Experience with market expansion, leveraging technology…