Client Advisor P&C Public Entity

About This Role

Drive new business and deepen client relationships as a Client Advisor, leveraging technology, data, and AI to deliver exceptional results in the insurance industry.

Responsibilities

• Achieve annual sales objectives by building a qualified pipeline and converting leads to revenue-generating opportunities.
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools.
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions.
• Serve as a trusted advisor, providing consultative sales and understanding client business challenges.
• Utilize CRM and engagement platforms to personalize outreach, track interactions, and identify upsell/cross-sell opportunities.
• Build strong external networks and promote Acrisure within the community.
• Follow structured sales cadences for consistent pipeline progression and accurate forecasting.
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning.
• Stay ahead of industry and market trends using analytics platforms and sales enablement tools.
• Share insights with leadership and cross-functional teams to optimize product offerings and client experience.

Requirements

• Minimum 2 years of experience in a client facing, client advising, or business development role
• Property and Casualty license (preferred, or ability to obtain license upon hire)

Qualifications

• Minimum 2 years of experience in a client facing, client advising, or business development role.

Nice to Have

• Experience in the insurance industry
• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts
• 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

Skills

* Required skills

Benefits