Personal Lines Client Advisor

Acrisure

Client Advisor driving new business and client relationships for Acrisure, a global fintech and insurance solutions provider. Using CRM, analytics, and AI to grow revenue and exceed sales objectives.

Posted 8/10/2026full-timeDelray Beach • California, Florida • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative sales, client relationship management, and strategic growth planning within the insurance industry. Proficient in utilizing CRM and AI tools to drive revenue growth and enhance client engagement.

Highest-signal resume keywords

Client Relationship ManagementConsultative SalesCRM ApplicationsInsurance LicenseMarket Expansion

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

Sales Objectives AchievementData-Driven InsightsPredictive AnalyticsRevenue GrowthLead Conversion

Soft Skills

CollaborationCommunicationNetworking

Tools & Technologies

CRM PlatformsAI-Powered ToolsEngagement Platforms

Certifications & Qualifications

Active Property & Casualty LicenseActive Life & Health License

Industry Keywords

Insurance IndustryMarket TrendsClient AdvisingBusiness DevelopmentSales Cadence

About the role

Key responsibilities & impact

Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota
Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business
Develop deep client relationships and provide consultative sales advice
Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
Build external networks and promote Acrisure within the community
Follow structured sales cadences through the create–convert–close–retain cycle
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
Research industry and market trends, track competitor activity, and refine positioning
Share market insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

Requirements

What you’ll need

3+ years of experience in a client-facing, client-advising, or business development role required
Experience in the insurance industry preferred
Active Property & Casualty and/or Life & Health insurance license required
Must have maintained an active insurance license for a minimum of one year
Experience with market expansion and using technology to enter new markets or enhance sales efforts
Proven track record of obtaining new clients and/or new revenue growth in the industry
Experience using CRM and AI applications
Candidates should be comfortable with an on-site presence
Final candidates must complete post-offer verification processes

Benefits

Comp & perks

Comprehensive medical insurance
Dental insurance
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) options
Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage
Commission payments contingent upon achieving established monthly revenue targets