Client Advisor

Acrisure Mid-Atlantic Partners Insurance Services, LLC; Tredyffrin Township (Chester County); Presencial; USD 90.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Pet Insurance

Company-paid group life insurance

401(k) with company match

Descripción de la vacante

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint in the market. The role blends human connection with data-driven insights, CRM, and AI-enabled tools to deliver tailored insurance and fintech solutions.

With a focus on on-site collaboration, you’ll lead growth initiatives, manage a strategic pipeline, and work with cross-functional teams to optimize revenue across multiple lines of business.

Formación

• Minimum 2 years in a client-facing or business development role, preferably in insurance-related services.
• Ability to build trusted advisor relationships and deliver tailored solutions.
• Experience using CRM and AI-enabled tools for outreach and analysis.

Responsabilidades

• Build a qualified pipeline and convert leads into revenue opportunities to meet quotas.
• Develop and execute growth plans using data-driven insights and predictive analytics.
• Maintain strong client relationships, identify cross-sell opportunities, and manage proposals.
• Follow structured cadences for forecasting, pipeline reviews, and deal planning.

Conocimientos

Client-facing

Business development

Sales strategy

Data-driven selling

Forecasting

Herramientas

CRM

AI tools

Descripción del empleo

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. 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

Minimum 2 years of 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.

• 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.

Why Join Us

Competitive compensation including commission on new business, renewals, and cross-sell opportunities.

Flexible vacation policy and paid holidays, plus paid sick time off.

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Disability insurance (short-term and long-term)
• Pet Insurance
• Employee-paid supplemental insurance options
• Company-paid group life insurance
• Employee Assistance Program (EAP) and Calm App subscription
• Vested 401(k) with company match and financial wellness programs
• FSA, HSA and commuter benefits options
• Paid maternity leave
• Paid paternity leave
• Fertility benefits
• Career growth and learning ...and so much more!

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Candidate Requirements

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

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

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.

Equal Opportunity Employer

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].

Post-Offer Requirements

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.