Strategic Commercial Insurance Client Advisor

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Wellness resources

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, leveraging CRM and AI-enabled tools to deliver tailored, revenue-generating solutions for diverse clients.

The position requires at least two years in sales or business development, insurance experience, and a Property and Casualty license.

Qualifications

• Minimum 2 years of experience in a sales, client facing, client advising, or business development role.
• Experience in the insurance industry.
• Property and Casualty license.

Responsibilities

• Achieve annual objectives by building a qualified pipeline and meeting quota.
• Develop growth plans using data-driven insights and AI-powered tools.
• Partner with service teams to deliver proposals and tailored solutions across multiple lines of business.
• Maintain CRM-driven outreach, track interactions, and identify upsell opportunities.
• Build external networks and promote Acrisure within the community.

Skills

Sales

Client facing

Business development

CRM

AI applications

Job description

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, leveraging CRM and AI-enabled tools to deliver tailored, revenue-generating solutions for diverse clients.

The position requires at least two years in sales or business development, insurance experience, and a Property and Casualty license.