Tech-Driven Insurance Client Advisor

Acrisure; Grand Rapids, Pittsburgh, Town of Mount Pleasant (MI, Allegheny County, NY); On-site; CAD 98,000 - 209,000; Full time

Benefits offered by this job

Comprehensive medical insurance

401(k) plan with immediate vesting

Paid time off and holidays

Wellness resources and EAP

Job summary

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.

We’re 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, using CRM and AI tools to deliver exceptional results for our clients.

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 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.

Tools

CRM

AI applications

Job description

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.

We’re 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, using CRM and AI tools to deliver exceptional results for our clients.