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Commercial Insurance Client Advisor

Acrisure · 103 Dean A Mcgee Ave Ste 700 - OKLAHOMA CITY, OK
Full-timeFinance & InsuranceMid Level$68,000–$92,000/yr
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About the Commercial Insurance Client Advisor role

Commercial Insurance Client Advisor positions focus on delivering results in their domain. This page aggregates open Commercial Insurance Client Advisor roles and what employers typically expect.

## **Job Title:** Commercial Insurance Client Advisor **Department:** Growth **Location:** OKC **About Acrisure** Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. **Your Next Chapter:** 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 **Commercial Insurance Client Advisor** to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution. **What You’ll Do:** Revenue Growth & Business Development - Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. - Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. - Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business. Client Acquisition & Relationship Management - Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value. - Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities. - Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader. 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. Market Research & Competitive Analysis - Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning. - Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies. **What You’ll Bring:** - 5+ years’ experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred. - Commercial Insurance experience required. - Property and Casualty license. Our ideal candidate will bring: - Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets. - 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. **If you’r…

Salary estimate

$68,000 – $92,000/yr
Provided by the employer.

Skills for this role

SalesLeadership

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About Acrisure

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