Commercial Lines Client Advisor

Acrisure•Beachwood, OH

12d•Hybrid

About The Position

Acrisure is seeking a Commercial Lines Client Advisor to drive new business, strengthen client relationships, and expand the company’s footprint. The role combines consultative selling and relationship development with data, technology, analytics, and AI tools. The advisor builds and manages a qualified pipeline, develops growth plans, and works with service teams and marketing specialists to deliver tailored proposals and solutions. The position also involves disciplined sales process management, forecasting, market research, and sharing insights to improve offerings and revenue strategies. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership. Compensation begins with a supported training and validation period, progresses through commission steps as performance benchmarks are achieved, and becomes primarily performance-based after validation, with uncapped earnings potential.

Requirements

At least 2 years of experience in a client-facing, client-advising, or business development role.
Property and Casualty license preferred, or ability to obtain a license upon hire.
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, using technology to enter new markets or enhance sales efforts in existing markets.
A proven record of obtaining new clients and/or growing revenue in the industry, with a focus on technology and tech platforms.
Technology skills, including experience with CRM and AI applications.

Responsibilities

Meet annual sales-plan objectives by building a qualified pipeline, converting leads into revenue 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 sales.
Partner with service teams and marketing specialists to prepare comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
Develop client relationships and provide consultative advice by understanding clients’ business challenges and delivering holistic solutions.
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, maintain pipeline progression and accurate forecasts, and manage deals through the create–convert–close–retain cycle.
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 sales positioning.
Share market and client insights with leadership and cross-functional teams to help improve product offerings, client experience, and revenue strategies.