Tech-Enabled Insurance Client Advisor

Acrisure; Naples (FL); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

401(k) Plan

Paid Time Off

Dental & Vision

Résumé du poste

Acrisure seeks a high‑performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data‑driven insights with human connection to deliver tailored insurance solutions via CRM and AI tools.

You will work on revenue growth, acquire new clients, and manage relationships across multiple lines of business. On‑site collaboration and cross‑functional teamwork are essential to success.

Qualifications

• 3+ years experience in a client facing or business development role.
• Property and Casualty license preferred, or ability to obtain license upon hire.

Responsabilités

• Drive new business and deepen client relationships to expand Acrisure’s footprint.
• Develop strategic growth plans using data-driven insights and AI-powered tools.
• Partner with service teams and marketing to deliver proposals and tailored solutions.
• Build and maintain a strong pipeline with structured cadences and accurate forecasting.

Connaissances

CRM usage

AI applications

Relationship building

Data-driven selling

Formation

Property & Casualty license preferred

Outils

CRM software

AI tools

Description du poste

Acrisure seeks a high‑performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data‑driven insights with human connection to deliver tailored insurance solutions via CRM and AI tools.

You will work on revenue growth, acquire new clients, and manage relationships across multiple lines of business. On‑site collaboration and cross‑functional teamwork are essential to success.