Managing Client Advisor

Acrisure is a global fintech leader empowering ambitious businesses and individuals with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. With nearly $5 billion in revenue and over 19,000 colleagues in more than 20 countries, Acrisure combines cutting-edge technology with top-tier human support to drive growth and innovation.

About the role

The Managing Client Advisor for the South reports to the Vice President, Commercial Lines for the South Commercial and is responsible for translating regional growth priorities into disciplined execution across an assigned team of Client Advisors. This role leads day-to-day sales performance by reinforcing pipeline rigor, coaching client-facing behaviors, and driving 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 determined by regional needs.

Responsibilities

• Partner with the Vice President, Growth to translate regional growth priorities into clear, actionable expectations for the sales team.
• Reinforce day-to-day execution through regular team cadence, coaching, and follow-through on key sales behaviors.
• Lead, develop, and support Client Advisors by setting expectations, providing coaching, reinforcing accountability, and making talent decisions in partnership with Human Resources.
• 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 within target accounts.
• Act as a local culture carrier for growth by reinforcing expectations for sales activity, pipeline discipline, and client engagement.
• Monitor individual and team performance, address gaps, and ensure standards are executed consistently.
• Support sales planning and forecasting by monitoring pipeline health, new business activity, client expansion, and other key growth metrics.
• Leverage Acrisure growth, retention, revenue, and client service KPIs to identify priorities and implement course corrections.
• Support key client, prospect, and market-facing activity within the assigned geography to strengthen Acrisure’s reputation and enhance client retention and expansion.
• Collaborate with operations, placement, and service partners to ensure growth strategies are supported by strong execution and service quality.
• Reinforce consistent processes that improve hit ratios, retention, and overall client outcomes.
• Partner closely with sales, operations, placement, service, and Human Resources to align team execution with growth priorities and organizational standards.
• Support the adoption of tools, technology, and process improvements that enhance sales execution, visibility, and scalability.

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 that support sustained growth.
• Demonstrated experience leading sales teams and driving growth through coaching, accountability, and disciplined execution.
• Ability to motivate others and perform effectively in a fast-paced, results-oriented environment.
• Sound business judgment with strong decision-making and problem-solving capabilities in complex environments.
• Resilience and composure under pressure, managing competing priorities to deliver against growth expectations.
• Strong leadership and coaching ability with a credible, confident presence with both internal teams and external clients.
• Deep understanding of Commercial Lines markets, client needs, and competitive dynamics.

Core Competencies

• Drive Results: Delivers against revenue, growth, retention, and cross-sell goals through performance focus and measurable outcomes.
• Develops Talent: Builds team capability through coaching, feedback, hiring, and performance management.
• Directs Work: Provides clear direction, sets expectations, and prioritizes work to align the sales team with business objectives.
• Business Insight: Applies knowledge of the commercial lines market and competitive dynamics to identify opportunities.
• Customer Focus: Builds credibility and trust with clients by understanding their needs and delivering tailored solutions.
• Ensures Accountability: Holds self and others accountable for commitments and reinforces performance standards.
• Builds Effective Teams: Fosters collaboration, engagement, and shared success within the team.
• Personal Growth: Embraces a growth mindset by seeking continuous improvement and leveraging feedback.
• Communicates Effectively: Shares information clearly and adapts messaging to influence action and alignment.

Schedule

Up to 25% travel required. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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 offerings. Benefits may vary based on subsidiary entity and geographic location.