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Acrisure

Insurance broker offering risk management services

Associate Client Advisor

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeWest Palm Beach, FL, USANo salary listed

About the Job

Requirements

  • At least 1 year of experience in a client-facing, client-advising, or business-development role is required.
  • Property and Casualty license is preferred, or the ability to obtain the license upon hire.
  • Experience with market expansion, 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 growth in the industry, with a focus on technology and technology platforms.
  • Demonstrated technology skills, including experience using CRM and AI applications.

Responsibilities

  • Achieve annual objectives established in the sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
  • Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
  • Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
  • Develop deep client relationships and provide consultative sales by understanding clients’ business challenges 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 external networks and promote the company 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.
  • Use analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning in response to industry and market trends.
  • Share market and competitive 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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