Data-Driven Commercial Insurance Client Advisor

Acrisure, LLC; Atlanta (GA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical and dental insurance

Generous paid time off

401(k) plan with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program (EAP)

Job summary

Acrisure, LLC, based in Atlanta, GA, is seeking a highly driven Client Advisor to enhance business growth and client relationships. This role involves leveraging technology and data-driven insights to optimize sales strategies and achieve annual objectives.

Ideal candidates will possess 3+ years of experience in client-facing roles and be proficient in CRM and AI applications. A Property and Casualty license is preferred or must be obtained post-hire.

Join Acrisure to be part of a thriving community dedicated to growth and impact in the financial sector.

Qualifications

• 3+ years experience in a client-facing role, preferred in insurance.
• Property and Casualty license preferred, or ability to obtain shortly.
• Demonstrated experience with market expansion using technology.

Responsibilities

• Achieve annual objectives and generate leads through sales plan.
• Develop strategic growth plans using data-driven insights and AI.
• Build strong client relationships and deliver tailored solutions.

Skills

Client facing experience

Business development

Technology proficiency

Data-driven insights

CRM skills

Education

3+ years in client advising role

Property and Casualty license

Tools

CRM applications

AI applications

Job description

Acrisure, LLC, based in Atlanta, GA, is seeking a highly driven Client Advisor to enhance business growth and client relationships. This role involves leveraging technology and data-driven insights to optimize sales strategies and achieve annual objectives.

Ideal candidates will possess 3+ years of experience in client-facing roles and be proficient in CRM and AI applications. A Property and Casualty license is preferred or must be obtained post-hire.

Join Acrisure to be part of a thriving community dedicated to growth and impact in the financial sector.