Commercial Insurance Client Advisor

Acrisure

Commercial Insurance Client Advisor managing client relationships and driving business growth at Acrisure. Leveraging technology and insights to deliver exceptional results in the insurance industry.

Posted 5/29/2026full-timeAddison • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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
Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies

Requirements

What you’ll need

2+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred
Commercial Insurance Experience 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

Comp & perks

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

ATS Keywords

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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 growthtechnology utilization

Soft Skills

relationship buildingcommunicationcollaborationstrategic planningproblem-solvingadaptabilityconsultative approachnetworkinginsight sharingclient advising

Certifications

Property and Casualty license