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Acrisure

Insurance broker offering risk management services

Client Advisor

Insurance Sales & AgencyUpdated on Nov 10
Full-timeUniondale, NY, USA$75k - $150k

About the Job

Requirements

  • At least 3 years of experience in a client-facing, client-advising, or business development role is required.
  • A Property and Casualty or Life and Health license is preferred, or the ability to obtain a license upon hire.
  • Experience using technology to enter new markets or enhance sales efforts in existing markets.
  • A proven track record of obtaining new clients and/or generating new revenue in the industry using technology and technology platforms.
  • Experience using customer relationship management and artificial intelligence applications.

Responsibilities

  • Achieve annual sales-plan objectives by building a qualified pipeline, converting leads to revenue-generating opportunities, and meeting or exceeding quota.
  • Develop and execute strategic growth plans using data-driven insights, predictive analytics, and artificial intelligence-powered tools to prioritize high-value opportunities and accelerate deal velocity.
  • Partner with service teams and marketing specialists to deliver proposals and tailored solutions that maximize revenue across multiple lines of business.
  • Develop deep client relationships, use a consultative sales approach to understand business challenges, and deliver holistic solutions that drive long-term value.
  • Use customer relationship management and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
  • Build external networks and promote the company within the community.
  • Follow structured sales cadences to progress the pipeline, forecast accurately, and manage deals through the create–convert–close–retain cycle.
  • Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing updates and recommendations.
  • Monitor industry and market trends and use 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.

Desired Qualifications

  • Experience in the insurance industry.

About the Company

Acrisure

Insurance broker offering risk management services

Acrisure is an insurance broker that partners with a global network of independent local agencies (Agency Partners) to deliver insurance and risk management services. Agencies maintain their local client relationships while Acrisure provides access to broader products, technology, and resources. Revenue comes from commissions and fees on policies sold through the network, plus fees for risk management services and the growth of partner agencies. The goal is to grow by expanding the Agency Partner network and provide tailored, scalable insurance solutions through a unified platform.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$9.8B
Headquarters
Grand Rapids, MI
Founded
2005

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