Managing Client Advisor

About Acrisure

Acrisure is a global fintech leader empowering millions of ambitious businesses and individuals with tailored solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. With revenue growth from $38 million to nearly $5 billion in twelve years, Acrisure employs over 19,000 colleagues in more than 20 countries. The company prioritizes leadership, accountability, and collaboration to drive high performance.

About the Role

The Managing Client Advisor for the South reports to the Vice President, Commercial Lines for the South Commercial. This role translates regional growth priorities into disciplined execution across an assigned team of Client Advisors, leading day-to-day sales performance through pipeline rigor, coaching, and accountability for new business, client expansion, retention, and cross-sell activity. The Managing Client Advisor maintains an active market presence and may carry a personal book of business as needed.

Responsibilities

• Growth Strategy Execution: Partner with the Vice President, Growth to translate regional priorities into actionable expectations for the sales team. Reinforce execution through regular coaching and follow-through on key sales behaviors.
• Sales Leadership, Coaching & Team Development: Lead, develop, and support Client Advisors by setting expectations, providing coaching, and reinforcing accountability in partnership with Human Resources.
• Revenue Growth & Business Development: Drive profitable organic growth by reinforcing disciplined prospecting, opportunity management, client expansion, and cross-sell activity. Support Client Advisors in converting opportunities and growing share of wallet.
• Sales Culture & Performance Accountability: Act as a local culture carrier for growth by reinforcing sales activity, pipeline discipline, and client engagement standards. Monitor performance and address gaps.
• Sales Planning, Forecasting & Metrics: Support sales planning and forecasting by monitoring pipeline health, new business activity, and key growth metrics. Leverage KPIs to identify priorities and implement course corrections.
• Client Engagement & Market Presence: Support key client, prospect, and market-facing activities to strengthen Acrisure’s reputation and enhance retention and expansion opportunities.
• Operational Excellence: Collaborate with operations, placement, and service partners to ensure growth strategies are supported by strong execution and service quality.
• Cross-Functional Collaboration: Partner with sales, operations, placement, service, and Human Resources to align team execution with growth priorities and organizational standards.
• Process Improvement & Technology Adoption: Support the adoption of tools and technology to enhance sales execution, visibility, and scalability.

Core Competencies

• Drive Results: Deliver against revenue, growth, retention, and cross-sell goals through performance focus and measurable outcomes.
• Develops Talent: Build team capability through coaching, feedback, and performance management.
• Directs Work: Provide clear direction, set expectations, and align the sales team to business objectives.
• Business Insight: Apply knowledge of commercial lines markets, client needs, and competitors to identify opportunities.
• Customer Focus: Build credibility and trust with clients by understanding their needs and delivering tailored solutions.
• Ensures Accountability: Hold self and others accountable for commitments and performance standards.
• Builds Effective Teams: Foster collaboration, engagement, and shared success within the team.
• Personal Growth: Embrace a growth mindset through continuous improvement and feedback.
• Communicates Effectively: Share information clearly and adapt messaging to influence action and alignment.

Requirements

• Bachelor’s degree and/or equivalent insurance experience.
• Active P&C license.
• Strong background in commercial construction.
• Minimum of 8 years of progressive experience in commercial insurance and/or financial services, with demonstrated depth in Commercial Lines.
• Strong knowledge of selling strategies, pipeline management, and performance drivers for sustained growth.
• Demonstrated experience leading sales teams and driving growth through coaching and accountability.
• Ability to motivate teams and perform in a fast-paced, results-oriented environment.
• Sound business judgment and problem-solving capabilities in complex environments.
• Resilience and composure under pressure, managing competing priorities.
• Strong leadership and coaching presence with internal teams and external clients.
• Deep understanding of Commercial Lines markets, client needs, and competitive dynamics.

Schedule

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Travel up to 25% of the time is required.

Benefits

• Physical Wellness: Comprehensive medical, dental, 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 and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Eligibility and waiting periods may apply to certain benefits. Benefits may vary based on subsidiary entity and geographic location.