Managing Client Advisor

Summary:    

The Managing Client Advisor for the South reports to the Vice President, Commercial Lines for the South Commercial and is responsible for translating regional growth priorities into disciplined execution across an assigned team of Client Advisors. This role leads day-to-day sales performance by reinforcing pipeline rigor, coaching to client-facing behaviors, and driving accountability for new business, client expansion, retention, and cross-sell activity. In addition to leading a team of Client Advisors, the Managing Client Advisor is expected to maintain an active presence in the market and may carry a personal book of business as determined by the needs of the region.

Scope:     

This role is responsible for leading the assigned sales team within South Commercial, executing growth strategies established by the Vice President, Commercial Lines, and driving consistent sales discipline across Client Advisors. The Managing Client Advisor serves as the frontline leader for team performance, helping embed Acrisure’s growth culture through coaching, manager cadence, pipeline inspection, and client engagement standards. This position works in close partnership with operations, placement, and service partners to ensure growth is supported by strong execution, market access, and a high-quality client experience.

The Managing Client Advisor is accountable for driving team-level execution against regional growth expectations, developing Client Advisor capability, and ensuring local market activity aligns with broader Commercial Lines growth priorities.

Essential Responsibilities: 

• Growth Strategy Execution: Partners with the Vice President, Growth to translate regional growth priorities into clear, actionable expectations for the assigned sales team. Reinforces day-to-day execution through regular team cadence, coaching, and follow-through on key sales behaviors.

• Sales Leadership, Coaching & Team Development: Leads, develops, and supports Client Advisors by setting expectations, providing coaching, reinforcing accountability, and making talent decisions in partnership with Human Resources. Builds capability across the team to improve productivity, consistency, and growth outcomes.

• Revenue Growth & Business Development: Drives profitable organic growth across the assigned team by reinforcing disciplined prospecting, opportunity management, client expansion, and cross-sell activity. Supports Client Advisors in converting opportunities and growing share of wallet within target accounts.

• Sales Culture & Performance Accountability: Acts as a local culture carrier for growth by reinforcing expectations for sales activity, pipeline discipline, and client engagement. Monitors individual and team performance, addresses gaps, and ensures standards are executed consistently.

• Sales Planning, Forecasting & Metrics: Supports sales planning and forecasting for the assigned team by monitoring pipeline health, new business activity, client expansion, and other key growth metrics. Leverages Acrisure growth, retention, revenue, and client service KPIs to identify priorities, keep teams focused on key business objectives, and implement course corrections when necessary.
• Client Engagement & Market Presence: Supports key client, prospect, and market-facing activity within the assigned geography. Builds external relationships that strengthen Acrisure’s reputation, support local market growth, and enhance client retention and expansion opportunities.

• Operational Excellence: Works collaboratively with operations, placement, and service partners to ensure growth strategies are supported by strong execution, market access, and service quality. Reinforces consistent processes that improve hit ratios, retention, and overall client outcomes.

• Cross-Functional Collaboration: Partners closely with sales, operations, placement, service, and Human Resources to align team execution with growth priorities, organizational standards, and talent expectations. Helps ensure growth initiatives are practical, coordinated, and well supported.

• Process Improvement & Technology Adoption: Supports the adoption of tools, technology, and process improvements that enhance sales execution, visibility, and scalability. Encourages consistent use of internal solutions to strengthen client retention, growth, and team productivity.

Core Competencies: 

• Drive Results: Delivers against revenue, growth, retention, and cross-sell goals by maintaining strong focus on performance, execution, and measurable outcomes.
• Develops Talent: Builds capability across the team through coaching, feedback, hiring, and performance management, while strengthening the bench of Client Advisors.
• Directs Work: Provides clear direction, sets expectations, prioritizes work, and ensures the sales team is aligned to business objectives and growth strategies.
• Business Insight: Applies knowledge of the commercial lines market, client needs, competitors, and business drivers to identify opportunities and shape effective growth strategies.
• Customer Focus: Builds credibility and trust with clients by understanding their needs, delivering tailored solutions, and supporting long-term retention and growth.
• Ensures Accountability: Holds self and others accountable for commitments, reinforces performance standards, and addresses gaps in execution or results.
• Builds Effective Teams: Fosters collaboration, engagement, and shared success by creating a team environment that supports high performance and development.
• Personal Growth: Embraces a growth mindset by seeking continuous improvement, leveraging feedback for development, and expanding capabilities to meet evolving client and business needs.
• Communicates Effectively: Shares information clearly and credibly with clients, colleagues, and leaders, and adapts messaging to influence action and alignment.

Essential Qualifications:  

• Bachelor’s degree and/or equivalent insurance experience. 

• Active P&C license 
• Strong background in commercial construction.

• Minimum of 8 years of progressive experience in commercial insurance and/or financial services, with demonstrated depth in Commercial Lines.

• Strong knowledge of selling strategies and methodologies, including pipeline management, Client Advisor productivity levers, and performance drivers that support sustained growth.

• Demonstrated experience leading sales teams, supporting business development efforts, and driving growth through coaching, accountability, and disciplined execution.

• Demonstrated ability to motivate others and perform effectively in a fast-paced, results-oriented environment.

• Sound business judgment with strong decision-making and problem-solving capabilities in complex, growth-focused environments.

• Models energy, resilience, and composure while operating under pressure, managing competing priorities, and delivering against growth expectations.

• Strong leadership and coaching ability with a credible, confident, and effective presence with both internal teams and external clients.

• Deep understanding of Commercial Lines markets, client needs, and competitive dynamics.

Travel:  

• Up to 25% of time required 

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 [email protected].

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.