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Acrisure

Insurance broker offering risk management services

Client Advisor

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeErie, PA, USANo salary listed

About the Job

Requirements

  • A minimum of 2 years of experience in a client-facing, client-advising, or business-development role is required.
  • A Property and Casualty license is preferred, or the ability to obtain the license upon hire.
  • Experience with market expansion, including using technology to enter new markets or improve sales efforts in existing markets.
  • A track record of obtaining new clients and/or generating new revenue in the industry, with a focus on using technology and technology platforms.
  • Technology skills, including experience using customer relationship management and artificial intelligence applications.

Responsibilities

  • Achieve annual sales-plan objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota.
  • Develop and execute strategic growth plans using data-driven insights, predictive analytics, and artificial intelligence tools to prioritize 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, use a consultative sales approach to understand client business challenges, and deliver holistic solutions that create 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 Acrisure within the community as an insurance leader enabled by financial technology.
  • 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 to optimize outcomes.
  • Monitor 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 improve 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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