Client Advisor, Employee Benefits & Medicare Sales

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 19000 entrepreneurial colleagues in 22 countries and have 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.

Job Summary:

Do you thrive in an environment where technology data and relationships intersect At Acrisure were 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.

Were seeking a high-performing Client Advisor Employee Benefits & Medicare Sales to generate revenue by connecting people and businesses to benefit solutions that protect employees organizations and individuals. Youll 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 and Medicare landscape.

The most successful sales professionals today are data-driven athletes - blending human connection with technology insights and AI to deliver exceptional results. At Acrisure youll join that evolution.

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 Acrisures 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 createconvertcloseretain cycle.

• Collaborate with leadership on revenue forecasts pipeline reviews and strategic deal planning providing proactive updates and recommendations to optimize outcomes.

Requirements

Education and Experience

• Minimum 2 years of experience in insurance and/or Medicare 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.

Computer and Technology Skills

• Demonstrated administrative computing skills including Microsoft Office 365 (Word Excel Teams and Power Point)
• Applied EPIC or similar agency management software experience preferred.

Candidates should be comfortable with an on-site presence within their division to support collaboration team leadership and cross-functional partnership.

Benefits and Perks:

• 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
• and so much more!

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations

Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

If youre ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional Producer or Client Advisor we invite you to submit an application today and take the next step in your sales career. Welcome your new opportunity awaits you.

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Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.