Employee Benefits Client Advisor

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 19000 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 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 Employee Benefits Client Advisor to generate revenue by connecting people and businesses to benefit solutions that protect their employees and organizations. 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 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 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 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!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

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.

At Acrisure we firmly believe that an inclusive workforce drives innovation creativity and ultimately our collective success.

We recruit hire employ train promote and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about an accommodation or need assistance with completing the application process please email

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at your new opportunity awaits you.

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

Why Join Us:

At Acrisure were building more than a business were building a community where people can grow thrive and make an impact. Our benefits are designed to support every dimension of your life from your health and finances to your family and future.

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.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks including:

• Physical Wellness: Comprehensive medical insurance dental insurance and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race color religion sex national origin disability or protected veteran status. Applicants may request reasonable accommodation by contacting .

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome your new opportunity awaits you.