Client Advisor | AI-Driven Growth & Solutions

Acrisure; Mechanicsburg (Cumberland County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Paid holidays

Paid sick time

Job summary

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data-driven consulting with human connection, leveraging CRM and AI tools.

You’ll build strategic growth plans, manage a qualified pipeline, and partner with service teams to deliver tailored proposals across multiple lines. The ideal candidate has at least 2 years in client-facing roles, preferably with a property and casualty license or the

Qualifications

• 2+ years in client-facing or business development roles.
• P&C license preferred or ability to obtain license.
• Experience with CRM and AI applications.

Responsibilities

• Revenue growth: achieve objectives, build pipeline, meet quota.
• Client acquisition: develop deep client relationships and deliver holistic solutions.
• Sales cadence: follow structured cadences for pipeline and forecasting.
• Market research: track trends and competitive activity to refine positioning.

Skills

Client facing

CRM proficiency

AI tools familiarity

Data-driven

Tools

CRM software

AI platforms

Job description

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data-driven consulting with human connection, leveraging CRM and AI tools.

You’ll build strategic growth plans, manage a qualified pipeline, and partner with service teams to deliver tailored proposals across multiple lines. The ideal candidate has at least 2 years in client-facing roles, preferably with a property and casualty license or the