Commercial Lines Client Advisor

Acrisure; San Antonio (TX); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Employee wellness program

Job summary

Acrisure in San Antonio, TX seeks an Employee Benefits Client Advisor to drive new business, deepen client relationships, and expand the firm’s footprint. The role blends human connection with technology, data, and AI to deliver tailored, high-value solutions to clients.

You’ll build a qualified pipeline, use CRM tools, and collaborate with service teams to present compelling proposals, achieve revenue targets, and foster long-term partnerships in a fast-paced, growth-focused fintech-insurance

Qualifications

• Minimum 2 years of experience in a client facing or business development role.
• Property & Casualty license required.
• Experience using CRM and AI applications is a plus.

Responsibilities

• Build and manage a qualified pipeline to meet revenue targets.
• Develop growth plans leveraging data-driven insights and AI tools.
• Partner with service teams and marketing to deliver tailored proposals.
• Serve as a trusted advisor, maintaining deep client relationships and cross-sell opportunities.
• Use CRM and engagement platforms to track interactions and outreach.

Skills

Client facing

Business development

Data-driven

CRM proficiency

AI applications

Education

Property & Casualty license

Tools

CRM platforms

AI tools

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.