Commercial Insurance Client Advisor

Acrisure; Corpus Christi (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive medical insurance

Generous paid time off

401(k) with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program

Calm app subscription

Job summary

A leading fintech firm in Corpus Christi, TX is hiring a Client Advisor to drive new business and deepen client relationships. The position requires 2+ years’ experience in a client-facing role, ideally in the insurance sector, and proficiency with CRM tools. Responsibilities include achieving sales targets through strategic planning and leveraging technology for market expansion. This role offers comprehensive employee benefits designed to support wellness in all aspects of life.

Qualifications

• 2+ years’ experience in a client-facing, advising, or business development role.
• Experience in the insurance industry preferred.
• Ability to obtain Property and Casualty license upon hire.

Responsibilities

• Drive new business and deepen client relationships.
• Achieve annual objectives by converting leads to revenue.
• Collaborate on revenue forecasts and strategic planning.

Skills

Client Relationship Management

Business Development

Sales Strategy

Market Analysis

Technology Proficiency

Education

2+ years in client-facing role

Property and Casualty license

Tools

CRM Software

AI Applications

Job description

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.

Job Title: Client Advisor

Department: Growth

Location: Corpus Christi, TX

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.

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

• 2+ 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.

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.

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.

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.