Strategic Commercial Insurance Advisor

Acrisure Trade Credit; Dallas (TX); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Zusammenfassung

Acrisure seeks a Commercial Insurance Client Advisor in Dallas to drive new business and deepen client relationships. You will blend data-driven insights with human consulting to tailor multi-line insurance solutions.

The role emphasizes leveraging CRM platforms and AI-enabled tools to identify opportunities, manage accounts, and grow revenue. On-site collaboration and cross-functional teamwork are essential for success.

Qualifikationen

• 2+ years of experience in a client-facing, client advising, or business development role; insurance industry preferred.
• Property and Casualty license is expected.

Aufgaben

• Drive revenue growth and new business by building a qualified pipeline and meeting quota.
• Acquire and manage clients with consultative sales to deliver holistic insurance solutions.
• Follow structured sales cadences for consistent pipeline progression and accurate forecasting.
• Conduct market research and competitive analysis to refine positioning and offerings.

Kenntnisse

Client facing

Sales

CRM

AI tools

Insurance knowledge

Tools

CRM platforms

AI applications

Jobbeschreibung

Acrisure seeks a Commercial Insurance Client Advisor in Dallas to drive new business and deepen client relationships. You will blend data-driven insights with human consulting to tailor multi-line insurance solutions.

The role emphasizes leveraging CRM platforms and AI-enabled tools to identify opportunities, manage accounts, and grow revenue. On-site collaboration and cross-functional teamwork are essential for success.