Personal Lines Client Advisor

About the role

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. As a data-driven consultant, you’ll blend human connection with technology, insights, and AI to deliver exceptional results for clients while leveraging the backing of a $4.8B global fintech leader.

Responsibilities

• Achieve annual sales objectives by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
• Develop and execute strategic growth plans using 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.
• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach, and delivering holistic solutions that drive long-term value.
• Use 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-minded, fintech-enabled insurance leader.
• 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.
• 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.

Requirements

• 3+ years of experience in a client-facing, client advising, or business development role; insurance industry experience preferred.
• Active Property & Casualty and/or Life & Health insurance license required.
• Must have maintained an active insurance license for a minimum of one year.
• Eligibility for commission payments is contingent upon achieving established monthly revenue targets.
• Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Qualifications

• 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.

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 leave and paid 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.