Managing Client Advisor

Acrisure Great Lakes Partners Insurance Services, LLC•Kalamazoo, MI

3d•Onsite

About The Position

The Managing Client Advisor for West Michigan reports to the Vice President, Commercial Lines for West Michigan and is responsible for translating regional growth priorities into disciplined execution across an assigned team of Client Advisors. This role leads day-to-day sales performance by reinforcing pipeline rigor, coaching to client-facing behaviors, and driving accountability for new business, client expansion, retention, and cross-sell activity. In addition to leading a team of Client Advisors, the Managing Client Advisor is expected to maintain an active presence in the market and may carry a personal book of business as determined by the needs of the region. This role is responsible for leading the assigned sales team within West Michigan Commercial Lines, executing growth strategies established by the Vice President, Commercial Lines, and driving consistent sales discipline across a team of Client Advisors. The Managing Client Advisor serves as the frontline leader for team performance, helping embed Acrisure’s growth culture through coaching, manager cadence, pipeline inspection, and client engagement standards. This position works in close partnership with operations, placement, and service partners to ensure growth is supported by strong execution, market access, and a high-quality client experience. The Managing Client Advisor is accountable for driving team-level execution against regional growth expectations, developing Client Advisor capability, and ensuring local market activity aligns with broader Commercial Lines growth priorities.

Requirements

Bachelor’s degree and/or equivalent insurance experience.
Active P&C license
Minimum of 8 years of progressive experience in commercial insurance and/or financial services, with demonstrated depth in Commercial Lines.
Strong knowledge of selling strategies and methodologies, including pipeline management, Client Advisor productivity levers, and performance drivers that support sustained growth.
Demonstrated experience leading sales teams, supporting business development efforts, and driving growth through coaching, accountability, and disciplined execution.
Demonstrated ability to motivate others and perform effectively in a fast-paced, results-oriented environment.
Sound business judgment with strong decision-making and problem-solving capabilities in complex, growth-focused environments.
Models energy, resilience, and composure while operating under pressure, managing competing priorities, and delivering against growth expectations.
Strong leadership and coaching ability with a credible, confident, and effective presence with both internal teams and external clients.
Deep understanding of Commercial Lines markets, client needs, and competitive dynamics.

Responsibilities

Partners with the Vice President, Growth to translate regional growth priorities into clear, actionable expectations for the assigned sales team. Reinforces day-to-day execution through regular team cadence, coaching, and follow-through on key sales behaviors.
Leads, develops, and supports Client Advisors by setting expectations, providing coaching, reinforcing accountability, and making talent decisions in partnership with Human Resources. Builds capability across the team to improve productivity, consistency, and growth outcomes.
Drives profitable organic growth across the assigned team by reinforcing disciplined prospecting, opportunity management, client expansion, and cross-sell activity. Supports Client Advisors in converting opportunities and growing share of wallet within target accounts.
Acts as a local culture carrier for growth by reinforcing expectations for sales activity, pipeline discipline, and client engagement. Monitors individual and team performance, addresses gaps, and ensures standards are executed consistently.
Supports sales planning and forecasting for the assigned team by monitoring pipeline health, new business activity, client expansion, and other key growth metrics. Leverages Acrisure growth, retention, revenue, and client service KPIs to identify priorities, keep teams focused on key business objectives, and implement course corrections when necessary.
Supports key client, prospect, and market-facing activity within the assigned geography. Builds external relationships that strengthen Acrisure’s reputation, support local market growth, and enhance client retention and expansion opportunities.
Works collaboratively with operations, placement, and service partners to ensure growth strategies are supported by strong execution, market access, and service quality. Reinforces consistent processes that improve hit ratios, retention, and overall client outcomes.
Partners closely with sales, operations, placement, service, and Human Resources to align team execution with growth priorities, organizational standards, and talent expectations. Helps ensure growth initiatives are practical, coordinated, and well supported.
Supports the adoption of tools, technology, and process improvements that enhance sales execution, visibility, and scalability. Encourages consistent use of internal solutions to strengthen client retention, growth, and team productivity.