Hybrid Client Advisor: AI-Driven Growth & Solutions

Acrisure Trade Credit; Erie (Erie County); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

Paid time off

Job summary

Acrisure is seeking a Client Advisor in Erie, PA, to drive new business, deepen client relationships, and expand Acrisure’s footprint. This hybrid role combines on-site collaboration at 2115 W 8th St with data-driven sales techniques and technology-enabled client engagements.

You’ll build strategic growth plans, use CRM and AI-powered tools to identify opportunities, and partner with service teams to deliver tailored insurance solutions that create long-term value for clients.

Qualifications

• Minimum 2 years in a client-facing or business development role.
• Insurance industry experience preferred.
• Ability to leverage technology to drive growth and optimize sales.

Responsibilities

• Develop and manage a qualified sales pipeline to meet and exceed quotas.
• Serve as a trusted advisor by building strong client relationships and delivering holistic insurance solutions.
• Collaborate with service teams and marketing to tailor proposals and maximize revenue across lines of business.
• Use CRM and AI-powered tools to track interactions and identify upsell opportunities.

Skills

CRM experience

Data-driven sales

Relationship building

Communication skills

Technical aptitude

Tools

CRM software

AI tools

Job description

Acrisure is seeking a Client Advisor in Erie, PA, to drive new business, deepen client relationships, and expand Acrisure’s footprint. This hybrid role combines on-site collaboration at 2115 W 8th St with data-driven sales techniques and technology-enabled client engagements.

You’ll build strategic growth plans, use CRM and AI-powered tools to identify opportunities, and partner with service teams to deliver tailored insurance solutions that create long-term value for clients.