Personal Lines Client Advisor

Acrisure; California (MO); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

401(k)

Job summary

Acrisure, a global fintech leader, 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 human connection and AI tooling to deliver exceptional client outcomes.

Your work will combine strategic growth with disciplined sales Cadences, CRM-enabled outreach, and collaboration across sales and marketing to maximize revenue. Office presence is expected.

Qualifications

• 3+ years experience in a client facing, client advising, or business development role; insurance industry preferred.
• Active Property & Casualty and/or Life & Health insurance license required
• Must have maintained an active insurance license for at least 1 year

Responsibilities

• Achieve annual objectives by building a qualified pipeline and meeting revenue targets.
• Develop strategic growth plans using data-driven insights and AI-powered tools.
• Collaborate with service teams and marketing to deliver proposals and maximize revenue.
• Follow structured sales cadences for consistent pipeline progression and forecasting.
• Stay ahead of market trends and share insights to refine offerings and revenue strategies.

Skills

Client facing sales

CRM experience

AI-enabled sales tools

Tools

CRM platforms

AI applications

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

Job Description

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Your Next Chapter:

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, We're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.

We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution.

What You’ll Do:

Revenue Growth & Business Development

• Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
• Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
• Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management

• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
• Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
• Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.

Sales Process & Cadence Discipline

• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

Market Research & Competitive Analysis

• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
• Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

What You’ll Bring:

• 3+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
• Active Property & Casualty and/or Life & Health insurance license required
• Must have maintained an active insurance license for a minimum of one (1) year

Please note: Eligibility for commission payments is contingent upon achieving established monthly revenue targets.

Our ideal candidate will bring:

• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
• Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
• Demonstrated technology skills, including experience using CRM and AI applications.

Pay Details:

The base compensation range for this position is $50,000 - $65,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, We're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• ... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer.

We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.