Tech-Enabled Commercial Insurance Client Advisor

Acrisure, LLC; Oklahoma City (OK); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

Generous paid time off and holidays

401(k) with immediate vesting

Paid parental leave

Job summary

Acrisure, LLC is seeking a Commercial Insurance Client Advisor in Oklahoma City to drive new business and enhance client relationships. The ideal candidate will have a proven track record in sales and client advisory roles, especially within the insurance industry, and will use innovative technology to maximize business potential.

This position includes responsibilities such as developing strategic growth plans, achieving sales targets, and utilizing CRM tools to enhance client interactions. Join Acrisure and be part of a dynamic fintech leader.

Qualifications

• 5+ years’ experience in a client facing, advising, or business development role required with a focus on insurance.
• Proven track record of obtaining new clients and revenue growth in the industry.
• Strong understanding of technology skills including CRM and AI applications.

Responsibilities

• Achieve annual sales objectives by converting leads into revenue-generating opportunities.
• Develop strategic growth plans leveraging data-driven insights and AI-powered tools.
• Manage and deepen client relationships to deliver holistic insurance solutions.

Skills

Client Facing Experience

Consultative Sales Approach

Technology Integration

Network Building

Education

Property and Casualty License

5+ Years in Business Development

Tools

CRM Software

Sales Analytics Tools

Job description

Acrisure, LLC is seeking a Commercial Insurance Client Advisor in Oklahoma City to drive new business and enhance client relationships. The ideal candidate will have a proven track record in sales and client advisory roles, especially within the insurance industry, and will use innovative technology to maximize business potential.

This position includes responsibilities such as developing strategic growth plans, achieving sales targets, and utilizing CRM tools to enhance client interactions. Join Acrisure and be part of a dynamic fintech leader.