Client Advisor

Acrisure

Client Advisor for Acrisure focusing on developing client relationships. Engage with advisors and drive business development to maintain client satisfaction.

Posted 6/29/2026full-timeRemote • Illinois, New Jersey, New York, Pennsylvania • 🇺🇸 United StatesSeniorLead💰 $90,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Increase revenue by developing new relationships for our Practice
Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development
Learn organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products
Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles
Actively engage with advisors to understand their needs and provide tailored solutions
Analyze feedback to improve service and client satisfaction
Generate a steady flow of quality cases into the presale pipeline
Identify and pursue new business opportunities in target markets
Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing
Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed
Prepare regular reports on sales activities, market trends, and business development efforts
Maintain accurate and up-to-date records of client interactions and sales processes
Stay updated with the latest products, services, and industry trends
Educate producers and clients on the benefits and features of the company's offerings
Assist in the development of marketing materials and sales tools
Work closely with internal teams to ensure cohesive business strategies
Encourage a culture of innovation by suggesting new ideas and improvements for products and processes
Develop and implement strategies for market penetration and client acquisition
Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects
Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding
Coordinate with the Case Management team to deliver services that meet or exceed client expectations

Requirements

What you’ll need

Proven ability to think strategically and act tactically
Strong organization skills/ability to manage multiple demands and priorities
Excellent problem solving/problem resolution skills
Projects confidence and enthusiasm about the company
Strong leadership and relationship management skills
Demonstrates collaborative teamwork
Ability to adapt
Ability to travel up to 25%
Bachelor’s degree or equivalent work experience
7+ years of related industry experience
Active Life & Health license

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

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Hard Skills & Tools

Sales Process ManagementPipeline ManagementMarket Penetration StrategiesLead GenerationSales Reporting

Soft Skills

Strategic ThinkingProblem SolvingOrganizational SkillsAdaptabilityLeadership

Certifications

Active Life & Health License