Data-Driven Client Advisor for Growth & Solutions

Acrisure; Union Dale (PA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Fertility Benefits

Wellness Resources

Paid Sick Time

401(k) Plan

HSA

FSA

Commuter Benefits

Employee Discounts

Paid Time Off

Job summary

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data-driven consulting with technology and human connection to deliver exceptional client results.

You will partner with cross-functional teams, leverage CRM and AI-powered insights, and follow structured cadences to manage the create–convert–close–retain cycle while pursuing revenue growth across multiple lines of business.

Qualifications

• 3+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.

Responsibilities

• Achieve annual objectives by building a qualified pipeline and meeting quota.
• Develop growth plans using data-driven insights and AI-powered tools.
• Partner with service teams and marketing to deliver proposals maximizing revenue.

Skills

Client facing

Business development

Insurance industry

CRM software

AI tools

Education

Insurance license preferred

Tools

CRM software

AI applications

Job description

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data-driven consulting with technology and human connection to deliver exceptional client results.

You will partner with cross-functional teams, leverage CRM and AI-powered insights, and follow structured cadences to manage the create–convert–close–retain cycle while pursuing revenue growth across multiple lines of business.