Tech-Enabled Insurance Client Advisor

Acrisure; San Jose (CA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Fertility benefits

Wellness resources

Job summary

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends human connection with technology, data insights, and AI to deliver results for clients.

The ideal candidate has at least 2 years in sales or business development, insurance industry experience, and holds a Property and Casualty license. This is a generally on-site role supporting collaboration and leadership.

Qualifications

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

Responsibilities

• Drive new business and deepen client relationships through consultative selling.
• Build a qualified pipeline and consistently meet or exceed quota.
• Use data-driven insights and CRM to personalize outreach and track activity.
• Collaborate with service teams and marketing to deliver tailored solutions.

Skills

CRM proficiency

Data-driven sales

AI tools familiarity

Relationship building

Tools

CRM software

AI applications

Job description

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends human connection with technology, data insights, and AI to deliver results for clients.

The ideal candidate has at least 2 years in sales or business development, insurance industry experience, and holds a Property and Casualty license. This is a generally on-site role supporting collaboration and leadership.