Commercial Insurance Client Advisor

Acrisure; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Job summary

Acrisure, a global fintech-enabled insurance leader, seeks a Commercial Insurance Client Advisor in Dallas to drive new business, deepen client relationships, and expand Acrisure's footprint. This role blends data-driven consulting with human relationship building and utilizes CRM and AI assisted tools.

The ideal candidate has 2+ years in a client-facing or business development role, a Property & Casualty license, and a track record of obtaining new clients and revenue growth through

Qualifications

• 2+ years' experience in a client facing, client advising, or business development role; Insurance industry experience preferred.
• Property & Casualty license.

Responsibilities

• Drive revenue growth by building a qualified pipeline, converting leads to opportunities, and meeting quota.
• Develop and execute growth plans leveraging data insights, CRM, and AI-powered tools.
• Manage client acquisitions and relationships with consultative approach to deliver holistic solutions.
• Conduct market research and competitive analysis to refine positioning and offerings.

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.

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 Commercial Insurance 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

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.

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. 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

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and