Client Advisor responsible for business development and client management at Acrisure, a fintech leader. Achieving sales objectives and delivering tailored solutions in a competitive market.
Responsibilities
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.
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.
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
Requirements
Minimum 2 years of 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)
Licensed Medicare Insurance Agent at Silvur Insurance, providing support for Medicare services to credit union members in Michigan. Engaging in community outreach, education, and member service at a hybrid workplace.
Placement Specialist marketing property and casualty insurance programs for large market accounts. Collaborating with teams to gather data, negotiate terms, and prepare proposals for new and renewal business.
Senior Associate in Insurance providing consulting on healthcare and property insurance with strong communication skills. Requires 3+ years of experience and proficiency in Microsoft Office Suite.
Client Advisor driving business growth in a fintech leader, Acrisure, using technology and data - driven insights for client acquisition and relationship management.
National Practice Lead overseeing Canadian Real Estate insurance practices at HUB International. Responsible for growth strategies and enhancing client relationships across Canadian real estate markets.
Supervisor of Service Assurance overseeing incident management and technical staff performance. Leading communications during outages for enterprise customers within Comcast Business.
Fachbetreuer/in für industrielle Haftpflicht - Versicherung bei MARTENS & PRAHL Gruppe. Betreuung von Industriekunden und aktive Unterstützung des Vertriebsteam.
Working as a Senior Associate in External Audit at PwC Middle East, focusing on financial services compliance. Collaborating with diverse teams to deliver high - quality audits and client relationships.
Audit Associate conducting external audits and statutory reporting for diverse clients. Collaborating with teams to deliver quality audits and ensuring compliance with regulations in Iraq.
Licensed Insurance Agent at The Hartford providing comprehensive insurance solutions. Responsible for evaluating risk and confidently managing sales process for auto and home insurance.