Commercial Insurance Client Advisor

Acrisure, LLC; Naples (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive medical and dental insurance

Paid time off and holidays

401(k) plan with immediate vesting

Paid parental leave

Employee Assistance Program (EAP)

Job summary

A leading insurance firm in Naples is seeking a high-performing Client Advisor to drive business growth and deepen client relationships. The ideal candidate will have over 3 years of experience in client-facing roles and a proven track record in obtaining new clients and expanding revenue. This role offers a hybrid work model and a comprehensive benefits package, supporting both physical and mental wellness.

Qualifications

• 3+ years experience in business development in the insurance industry.
• Proven track record in client acquisition and revenue growth.
• Demonstrated ability to use technology for market expansion.
• Proven track record of acquiring new clients and achieving revenue growth.
• Strong data-driven approach and ability to leverage technology for market expansion.

Responsibilities

• Achieve annual revenue objectives and build a qualified sales pipeline.
• Develop client relationships through a consultative sales approach.
• Follow structured sales processes for pipeline management.
• Collaborate with service teams and marketing to craft tailored proposals across multiple lines of business.
• Perform market research and competitive analysis to refine offerings.
• Maintain disciplined sales cadence and accurate forecasting.

Skills

Client relationship management

Sales strategy execution

Data-driven decision making

Technology utilization in sales

Education

3+ years in client facing or business development role

Property and Casualty license (preferred)

Tools

CRM applications

Sales analytics tools

Job description

Client Advisor page is loaded## Client Advisorlocations: 4100 Goodlette Rd N - NAPLES, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR112795## 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.**If you’re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.**#LI-AS1#LI-Hybrid**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. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.**Employee Benefits**We also offer our employees a comprehensive suite of benefits and perks, including:* **Physical Wellness:** Comprehensive medical insurance, dental insurance, and 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 .**Recruitment Fraud:** Please visit here to learn more about our .**Welcome, your new opportunity awaits you.**