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Drive new business and deepen client relationships for commercial lines by building qualified pipelines, meeting quota, and using CRM, AI, and analytics to prioritize opportunities. Collaborate with service teams to deliver proposals, follow disciplined sales cadences and forecasting, perform market and competitive analysis, and promote Acrisure in the community. Support on-site collaboration.

The Payroll Client Advisor is responsible for prospecting and presenting payroll solutions to small and mid-sized businesses, closing sales, and maintaining client relationships while achieving production goals.

Build and maintain P&C actuarial pricing models and indication reports; refine pricing methodologies; analyze large datasets; automate workflows with Python, SQL, and Excel; create dashboards and presentations; collaborate with underwriters, claims, program teams, and reinsurers; and drive process and methodology improvements.

Lead day-to-day servicing and renewals for a book of large commercial insurance accounts. Manage renewals, new business marketing, carrier negotiations, policy documentation, audits, certificates, and client communications. Use Applied EPIC and agency systems, mentor junior staff, and collaborate with Producers and Account Executives to ensure coverage adequacy and client satisfaction.

Produce life and disability illustrations and proposals, maintain carrier product studies and quote templates, evaluate new sales opportunities, support internal/external sales with product expertise and presentation prep, manage pipeline data entry and quote follow-ups, and adhere to service protocols.

Lead a regional payroll sales division to achieve monthly production goals. Recruit, coach, and develop Territory Managers and Payroll Client Advisors; manage sales activity, CRM records (Atlas), training, and business plans; build internal and external partnerships; report to regional leadership. Must complete DMAP training and be in the field at least 50% of the time.

Sell and grow employee benefits business by building qualified pipelines, meeting quota, and executing data-driven growth plans. Serve as a trusted advisor, manage client relationships, use CRM and AI tools to personalize outreach and identify upsell opportunities, collaborate on proposals and forecasts, and conduct market and competitive analysis to inform strategy.

The Territory Manager is responsible for prospecting new clients, conducting payroll presentations, closing sales, and training Senior Product Advisors in a fast-paced sales environment.

Lead and grow a regional payroll sales division by recruiting, coaching, and managing Territory Managers and Payroll Client Advisors to meet monthly production goals. Drive field sales (50%+), maintain CRM records (Atlas), deliver training, develop business plans, and collaborate cross-functionally to increase market penetration and revenue.

Lead a regional payroll sales division to achieve monthly production goals by recruiting, coaching, and managing Territory Managers and Payroll Client Advisors. Drive field sales (50%+), maintain CRM records, deliver training, build partnerships, report to regional leadership, and complete DMAP training phases.