Commercial Lines Client Advisor

Royal Abstract of New York LLC; San Antonio (TX); On-site; USD 85,000 - 100,000; Full time

Job summary

Acrisure, a global fintech leader, is seeking an Employee Benefits Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. This role asks for data-driven consultative selling, CRM proficiency, and the ability to blend human connection with technology to deliver tailored insurance solutions.

You will build a qualified pipeline, partner with cross-functional teams, and execute growth plans to achieve revenue objectives while maintaining a high level of

Qualifications

• Minimum 2 years of client-facing or business development experience, preferably in insurance.
• Property & Casualty license required.
• Experience leveraging data-driven insights and CRM/AI tools.

Responsibilities

• Achieve annual objectives by building a qualified pipeline and meeting quota.
• Develop growth plans using data-driven insights, predictive analytics, and AI-powered tools.
• Partner with service teams to deliver proposals and tailored solutions that maximize revenue across lines of business.
• Develop deep client relationships with a consultative approach to understand business challenges.
• Leverage CRM and engagement platforms to personalize outreach and identify upsell and cross-sell opportunities.
• Build external networks and promote Acrisure in the community as a growth-minded, fintech-enabled leader.
• Follow structured sales cadences to ensure pipeline progression, forecasting, and disciplined deal management.
• Collaborate on revenue forecasts, pipeline reviews, and strategic deal planning.

Skills

Client facing experience

CRM proficiency

Data-driven selling

Communication skills

Tools

CRM systems

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 andhasgrown from $38 million to$4.8 billionin revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, clientcentricityand an indomitable will to win.

Your Next Chapter:

Do you thrive in an environment where technology, data, and relationshipsintersect? At Acrisure,we’reredefining what it means to be a sales professional-giving youcutting-edgetools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.

We’reseekingahigh-performing Employee Benefits Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionalstoday are data-drivenconsultants-blending humanconnectionwith technology, insights, and AI to deliver exceptional resultsfor our clients. At Acrisure,you’lljoin that evolution.

WhatYou’llDo:

Revenue Growth & Business Development

• Achieveannualobjectivesestablishedin your sales plan by building a qualified pipeline, converting leadstorevenue-generating opportunities, and consistently meeting or exceeding quota.
• Develop and execute strategic growth plans,leveragingdata-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 whileunderstanding 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, andidentifyupselland 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,accurateforecasting, and disciplined deal management throughout the create–convert–close–retaincycle.
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations tooptimizeoutcomes.

Market Research & Competitive Analysis

• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools toidentifyopportunities, track competitor activity, and refine positioning.
• Share insights with leadership and cross-functional teams to helpoptimizeproduct offerings, client experience, and revenue strategies.

WhatYou’llBring:

• Minimum 2 years of experience ina client facing,client advising, or business development rolerequiredwith experience in the insuranceindustry preferred.
• Property & Casualty license required.

Our ideal candidate will bring:

• Experience with market expansion,leveragingtechnology to enter newmarketsor enhance sales efforts in existing markets.
• Proventrack recordof obtaining new clients and/or new revenue growth in the industry with a focus onutilizingtechnology and tech platforms.
• Demonstrated technology skills,including experienceusing CRM and AI applications.

Performance-Driven Compensation Model

Initial Training & Validation Period: New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.

Progressive Commission Structure:

As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates.

Uncapped Earnings Potential:

Once fullyvalidated, compensation becomes primarily performance-based - your earnings scale directly with your productivity and results.

#LI-Hybrid

Pay Details:

The base compensation range for this position is $85,000 - $100,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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.

Welcome, your new opportunity awaits you.