Data-Driven Growth Client Advisor

Acrisure; Roseville (CA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Wellness programs

Job summary

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

You will work in a growth-oriented environment, leveraging CRM and AI tools to identify opportunities, craft tailored proposals, and collaborate with cross-functional teams to maximize revenue 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.
• Active Property and Casualty license in California.

Responsibilities

• Drive new business and deepen client relationships.
• Use data-driven insights and AI tools to prioritize opportunities and accelerate revenue.
• Collaborate with service teams and marketing to deliver tailored solutions across lines of business.
• Follow structured sales cadences and maintain accurate forecasts.

Education

Active Property and Casualty license in California

Tools

CRM systems

AI applications

Job description

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

You will work in a growth-oriented environment, leveraging CRM and AI tools to identify opportunities, craft tailored proposals, and collaborate with cross-functional teams to maximize revenue across multiple lines of business.