Commercial Insurance Client Advisor

Acrisure•Dallas, TX

2d•Onsite

About The Position

Acrisure is seeking a Commercial Insurance Client Advisor to drive new business, deepen client relationships, and expand the company’s footprint. The role combines consultative insurance sales with technology, data, analytics, and AI-enabled tools to identify opportunities, grow revenue, and deliver tailored client solutions. The advisor builds and manages a qualified pipeline, develops strategic growth plans, meets sales objectives, and works with service teams, marketing specialists, and leadership to support proposals, forecasting, and deal planning. The position requires comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 2 years of experience in a client-facing, client-advising, or business-development role.
Property and Casualty license.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Experience in the insurance industry.
Experience with market expansion, including using technology to enter new markets or enhance sales efforts in existing markets.
A proven track record of obtaining new clients and/or growing revenue in the industry, with a focus on technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.

Responsibilities

Achieve annual sales-plan 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 to prioritize opportunities and accelerate deals.
Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business.
Develop deep client relationships, use a consultative sales approach to understand business challenges, and deliver solutions that create long-term value.
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 and manage opportunities throughout the create–convert–close–retain cycle, maintaining pipeline progression, accurate forecasts, and disciplined deal management.
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing updates and recommendations.
Monitor industry and market trends, use analytics and sales enablement tools to identify opportunities and competitor activity, and refine positioning.
Share market insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.