Employee Benefits Client Advisor

Acrisure•New Berlin, WI

2d•Hybrid

About The Position

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing Employee Benefits Client Advisor to generate revenue by connecting people and businesses to benefit solutions that protect their employees and organizations. You’ll guide clients through the entire buying process, close direct sales of benefits policies and services, and serve as a trusted advisor to help them navigate an evolving benefits landscape. The most successful sales professionals today are data-driven and analytically-minded - blending human connection with technology, insights, and AI to deliver exceptional results. At Acrisure, you’ll join that evolution.

Requirements

Minimum 2 years of experience in insurance sales, client advising, or business development with a proven track record of exceeding revenue targets preferred.
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
Bachelors’ degree in a related field, such as business administration, marketing or finance preferred.
Experience in financial services business and/or insurance industry.
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
Life and Health licensing required.
Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
Candidates should be comfortable with an on-site presence within their division to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Applied EPIC or similar agency management software experience preferred.

Responsibilities

New Sales & Business Development Identify and develop employee benefits prospects and match them to appropriate markets.
Respond to referrals quickly and effectively, pre-qualifying prospects for insurability and quality of risk.
Design and present benefit plans, recommending coverages tailored to client needs.
Survey exposures, employee demographics, and cost considerations to build sustainable benefits programs.
Make sales presentations to prospective and existing clients for new and renewal business.
Ask for referrals to expand opportunities and collaborate with Life, Health, and P&C producers for account rounding.
Client Acquisition & Relationship Management Guide clients through the entire buying process, ensuring clarity on benefit plan options, coverage limitations, and financial responsibilities.
Serve as a trusted advisor by developing deep client relationships and delivering holistic benefits solutions that drive long-term value.
Partner with Acrisure’s service teams to deliver comprehensive, competitive proposals and benefits strategies.
Educate clients on payment expectations, cancellation procedures, and compliance requirements.
Retention & Continuous Marketing Develop and maintain a profitable book of employee benefits business for both Acrisure and carriers.
Work with clients to ensure adequacy of coverage, plan limits, and evolving employee needs.
Provide ongoing education and clarification on coverage and exclusions, documenting in the system for accuracy and risk management.
Share client insights with internal teams to optimize retention strategies and strengthen client satisfaction.
Sales Process & Cadence Discipline Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

Benefits

Competitive compensation including commission on new business, renewals, and cross-sell opportunities.
Flexible vacation policy and paid holidays, plus paid sick time off
Medical Insurance, Dental Insurance, Vision Insurance, Disability insurance (short-term and long-term), Pet Insurance
Employee-paid supplemental insurance options
Company-paid group life insurance
Employee Assistance Program (EAP) and Calm App subscription
Vested 401(k) with company match and financial wellness programs
FSA, HSA and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.