Acrisure

Commercial Insurance Client Advisor

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: Melbourne • Florida • United States

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About the role

  • 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.
  • Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
  • Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
  • Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.
  • Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
  • Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
  • Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.

Requirements

  • 3+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
  • Property and Casualty license preferred, or ability to obtain license upon hire.
  • Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
  • Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
  • Demonstrated technology skills, including experience using CRM and AI applications.
Benefits
  • Comprehensive medical insurance, dental insurance, and vision insurance
  • life and disability insurance
  • fertility benefits
  • wellness resources
  • paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • complimentary Calm app subscription.
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • commuter benefits
  • employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • legal plan options
  • pet insurance coverage
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data-driven insightspredictive analyticsconsultative salespipeline progressionrevenue forecastingdeal managementmarket expansionclient acquisitionrevenue growthsales strategy
Soft Skills
relationship buildingcommunicationcollaborationstrategic thinkingproblem solvingadaptabilityconsultative approachnetworkingclient advisinggrowth mindset
Certifications
Property and Casualty license