Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Lines Client Advisor

Acrisure LLC

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 19,000 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.


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 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:
  • 3+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
  • Active Property & Casualty and/or Life & Health insurance license required
  • Must have maintained an active insurance license for a minimum of one (1) year
Please note: Eligibility for commission payments is contingent upon achieving established monthly revenue targets.


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're 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.

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

Why Join Us:

At Acrisure, we're building more than a business, we're 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 Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's 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 View email address on click.appcast.io.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

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.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Lines Client Advisor in United States vacancy
  •  ...bound support role. It’s a front-row seat to the credit engine of the organization, where you help shape lending decisions, strengthen client relationships, and turn raw financial data into confident, well-supported credit narratives. As an Assistant Relationship Manager -... 
    Suggested
    Permanent employment

    RockBridge Search & Recruitment

    Seattle, WA
    3 days ago
  •  ...OneGroup, a subsidiary of Community Bank, NA, is hiring a Personal Insurance Client Advisor in New York. You will work with the Personal Insurance team to respond to client needs, protect assets, and build lasting relationships. You will handle policy changes, renewals... 
    Suggested

    Community Bank NA

    Glenville, NY
    3 days ago
  •  ...Private Client Advisor The Personal Lines Private Client Advisor serves as a trusted insurance advisor to high net worth and ultra-high net worth individuals, families, and family offices. This role is responsible for managing and growing a portfolio of affluent clients... 
    Suggested

    Andreini

    Philadelphia, PA
    4 days ago
  •  ...advancement ~ Paid time off ~ Profit sharing ~ Vision insurance ~ Wellness resources Position Summary The Personal Lines Client Advisor is responsible for delivering a seamless and proactive client experience while supporting the agency’s retention and... 
    Suggested

    CoVerica

    Dallas, TX
    a month ago
  •  ...exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual...  ...clients and communities. Job Description The Personal Lines Private Client Advisor serves as a trusted insurance advisor to high net worth... 
    Suggested
    Flexible hours

    Trucordia

    Philadelphia, PA
    4 days ago
  •  ...Personal Lines High Net Worth Client Advisor 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... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    Acrisure

    Commerce Township, MI
    1 day ago
  • CoVerica is searching for a Personal Lines Client Advisor in Dallas, TX, responsible for providing a seamless and proactive client experience. You will take ownership of client relationships and support growth initiatives by conducting proactive outreach and addressing... 

    CoVerica

    Dallas, TX
    3 days ago
  • Summit Bridge Partners is seeking a Personal Lines Customer Service Representative in Lawrence, Massachusetts. The successful candidate will...  ...community-oriented environment. This role involves greeting clients, processing transactions, and following up to ensure client... 

    Summit Bridge Partners

    Lawrence, MA
    3 days ago
  • World Insurance Associates in Wakefield, MA is seeking a client service professional focused on renewal management and coverage reviews. The role supports account servicing, renewal messaging, and standard processing steps, with tasks including placing and reviewing quotes... 

    World Insurance Associates LLC

    Wakefield, MA
    3 days ago
  • World Insurance Associates is seeking an experienced client service professional to manage renewal processes, evaluate exposures, and coordinate billing for personal property and casualty accounts. The role emphasizes accuracy, strong communication, and teamwork within... 

    World Insurance Associates LLC

    Trenton, NJ
    4 days ago
  •  ...technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance,...  ...services - and more. Job Summary We are seeking a Personal Lines High Net Worth Client Advisor to join our growing team. The Personal Lines High Net... 
    Temporary work
    Work at office
    Flexible hours

    Acrisure

    Waterford, MI
    2 days ago
  •  ...comprehensive proposals and tailored solutions across multiple lines of business • Develop deep client relationships and provide consultative sales advice • Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell... 

    Jobtailor

    California, MO
    2 days ago
  •  ...Office Administrator – Personal Lines Support American Safeguard Insurance is a fast growing and independent insurance agency committed to providing top-notch insurance solutions to our clients. With a focus on personalized service and a wide range of insurance products... 
    Full time
    Work at office

    American Safeguard Insurance

    Jonesboro, AR
    4 days ago
  •  ...Weiser Agency is seeking a Customer Service Sales Representative in Oxnard, CA. This full-time role supports the Personal Lines team with administrative and client service duties. You will handle inbound calls, resolve inquiries, and follow up with customers to ensure... 
    Full time
    Work at office

    iStaff Pros

    Oxnard, CA
    4 days ago
  • $31 - $72 per hour

     ...Program – confidential support for personal or professional challenges at no cost...  ...have been ranked the #1 Personal Lines Leader by the Insurance Journal for...  ...management system. Be a Trusted Advisor: Establish rapport with clients and provide guidance to help them choose... 
    Full time
    Immediate start
    Relocation package

    Freeway Insurance Services America, LLC

    Los Angeles, CA
    2 days ago
  •  ...premier insurance agency in Chandler, Arizona, is seeking an Insurance Advisor for Personal Lines. In this hybrid role, you’ll create prospecting plans, manage pipelines, and build relationships with clients. The ideal candidate will have proven sales experience and a... 

    Mahoney Group

    Chandler, AZ
    3 days ago
  • $89.5k - $166.9k

     ...can make your mark as a Senior Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides...  ...across North America, we combine the personalized service model of a local consultant...  ...these skills: 3 plus years’ personal lines insurance experience with High-Net-Worth... 
    Minimum wage
    Work at office
    Local area
    Night shift

    Marsh McLennan

    New York, NY
    2 days ago
  • Christensen Group Inc. in Minnesota seeks a Private Client Advisor to join our Private Client team, serving high-net-worth clients. The ideal candidate has 6+ years of personal lines experience and an active Property & Casualty license, with a passion for building trusted... 

    Christensen Group Inc

    Eden Prairie, MN
    3 days ago
  • $120k

    Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge, Long Island, NY. Responsibilities Manage and service an assigned high‑net‑worth (HNW) book of business. Prepare new business and renewal submissions, including marketing... 

    Eerstelijnszorg Zoetermeer

    Hauppauge, NY
    3 days ago
  • $1,000 per month

     ...anyone in your household who is experiencing personal or professional problems — at no cost...  ...States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the...  ...Connects very quickly; builds and leverages client relationships. Ability to educate and... 
    Remote work
    Relocation package

    Freeway Insurance Services America

    Marble Falls, Llano County, TX
    3 days ago
  •  ...Group, Inc. is seeking a dedicated professional to join their team in Bremen, Georgia. This role focuses on educating and advising clients with integrity, ensuring prompt processing of claims and policy changes. The ideal candidate will possess a Property & Casualty license... 

    Korhorn Financial Group, Inc.

    Bremen, GA
    3 days ago
  •  ...Group, we are excited to add a Private Client Advisor to our Private Client team! We are seeking...  ...insurance professional with 5+ years of personal insurance experience, preferably serving...  ...Provide service support for personal lines products to new and existing high net worth... 

    Christensen Group Inc

    Eden Prairie, MN
    3 days ago
  • $120k

    Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate... 

    Eerstelijnszorg Zoetermeer

    Hauppauge, NY
    3 days ago
  • Vizance in Wisconsin seeks an Associate to manage client relationships, analyze insurance needs, and design personal lines solutions. You will coordinate with carriers, maintain client records, and stay current on industry changes; two+ years of experience and a WI license... 

    Vizance

    Sister Bay, WI
    3 days ago
  •  ...family owned and operated company, is an Excess and Specialty Lines Broker that began in 1981 in Boone, North Carolina. Current Chairman...  ...property, casualty, automobile, garage, professional and personal lines. JSA is committed to quality service for our brokers and... 
    Currently hiring
    Work at office
    Afternoon shift

    Association of the United States Army

    Boone, NC
    1 day ago
  • $4,000 per month

     ...Program – confidential support for personal or professional challenges at no...  ...have been ranked the #1 Personal Lines Leader by the Insurance Journal for...  ...agency management system.Be a Trusted Advisor: Quickly establish rapport with clients and provide expert guidance to... 
    Full time

    Freeway Insurance Services America

    Palmdale, CA
    5 days ago
  •  ...anyone in your household who is experiencing personal or professional problems — at no...  ...States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh...  ...very quickly; builds and leverages client relationships. Ability to educate and advise... 

    Freeway Insurance Services America

    Irving, TX
    5 days ago
  • $4,000 per month

     ...Program – confidential support for personal or professional challenges at no...  ...have been ranked the #1 Personal Lines Leader by the Insurance Journal for...  ...agency management system.Be a Trusted Advisor: Quickly establish rapport with clients and provide expert guidance to... 
    Full time
    Relocation package

    Freeway Insurance Services America

    West Sacramento, CA
    5 days ago
  • $3,500 per month

     ...anyone in your household who is experiencing personal or professional problems — at no...  ...States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh...  ...very quickly; builds and leverages client relationships. Ability to educate and advise... 

    Freeway Insurance Services America, LLC

    Sun Valley, CA
    5 days ago
  •  ...anyone in your household who is experiencing personal or professional problems — at no...  ...States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh...  ...very quickly; builds and leverages client relationships. Ability to educate and advise... 

    Freeway Insurance Services America, LLC

    Vancouver, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Lines Client Advisor. Be the first to apply!