Data-Driven Client Advisor | AI & Growth

Acrisure; New York (NY); Sur place; USD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) plan

HSA

Paid time off

Calm app subscription

Résumé du poste

Acrisure in New York seeks a high-performing Client Advisor to drive new business, deepen client relationships, and expand the company's footprint. This role blends human connection with technology, data, and AI to deliver tailored insurance and fintech solutions.

You will build a qualified pipeline, use CRM to track interactions, collaborate with service teams, and present holistic proposals. A 3+ year client-facing background in insurance or related fields is preferred, with licensing

Qualifications

• 3+ years experience in a client facing role, preferably in insurance or related fields.
• Property and Casualty or Life & Health license preferred, or ability to obtain license upon hire.

Responsabilités

• Build a qualified pipeline and meet or exceed quota.
• Develop growth plans using data-driven insights and AI-powered tools.
• Partner with service teams to deliver proposals and tailored solutions across lines of business.
• Use CRM to personalize outreach, track interactions, and identify upsell opportunities.

Connaissances

Client advising

Sales development

CRM usage

Data-driven selling

AI tools usage

Outils

CRM platforms

AI applications

Description du poste

Acrisure in New York seeks a high-performing Client Advisor to drive new business, deepen client relationships, and expand the company's footprint. This role blends human connection with technology, data, and AI to deliver tailored insurance and fintech solutions.

You will build a qualified pipeline, use CRM to track interactions, collaborate with service teams, and present holistic proposals. A 3+ year client-facing background in insurance or related fields is preferred, with licensing