Commercial Insurance Client Advisor

Acrisure; Naples (FL); On-site; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

Generous paid time off

401(k) with immediate vesting

Paid parental leave

Employee discount programs

Job summary

A leading insurance firm in Naples, Florida, is seeking a high-performing Client Advisor to drive new business and deepen client relationships. In this role, you will achieve revenue goals through data-driven insights and develop holistic solutions to meet client needs. The ideal candidate has over 3 years of experience in a client-facing role, preferably in insurance. Comprehensive benefits are offered to support employee wellness and work-life balance with a strong on-site presence.

Qualifications

• 3+ years experience in a client-facing, client-advising, or business development role required, preferably in insurance.
• Experience with market expansion and leveraging technology for sales.

Responsibilities

• Achieve annual sales objectives by converting leads into revenue-generating opportunities.
• Serve as a trusted advisor by developing deep client relationships.
• Collaborate on revenue forecasts and pipeline reviews.

Skills

Client-facing experience

Business development

CRM proficiency

Data-driven insights

Market expansion

Education

3+ years in client-advising role

Property and Casualty license or ability to obtain

Tools

CRM software

AI applications

Job description

We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants – blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

What You’ll Do

Revenue Growth & Business Development

• Achieve annual objectives established in your 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 Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management

• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
• Blend human connection with technology by using 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.

Sales Process & Cadence Discipline

• 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.

Market Research & Competitive Analysis

• 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.

What You’ll Bring

• 3+ years experience in a client‑facing, client‑advising, or business development role required, with experience in the insurance industry preferred.
• Property and Casualty license preferred, or ability to obtain license upon hire.

Our ideal candidate will bring

• 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.

Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, 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.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post‑offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.