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Acrisure

Insurance broker offering risk management services

Employee Benefits Client Advisor

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time$71.3k - $150k

About the Job

Requirements

  • A minimum of 2 years of experience in a sales, client-facing, client-advising, or business development role is required.
  • Experience in the insurance industry is required.
  • A Life and Health license is required.

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.
  • Serve as a trusted advisor by developing deep client relationships, using a consultative sales approach to understand 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.
  • 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 optimize product offerings, client experience, and revenue strategies.

Desired Qualifications

  • Experience with market expansion, leveraging 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 utilizing technology and technology platforms.
  • Demonstrated technology skills, including experience using CRM and AI applications.

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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