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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales approaches, leveraging data-driven insights and technology to drive new business and deepen client relationships. Proficient in utilizing CRM and AI applications to optimize sales strategies and enhance client experiences.
Highest-signal resume keywords
Client Relationship ManagementSales Quota AchievementData-Driven Strategic PlanningCRM and AI Application ProficiencyProperty and Casualty License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline DevelopmentRevenue Growth StrategiesMarket Expansion TechniquesPredictive AnalyticsSales Cadence Execution
Soft Skills
Consultative Sales ApproachCollaborationNetworkingClient AdvisingTeam Leadership
Tools & Technologies
CRM PlatformsAI-Powered ToolsSales Enablement ToolsAnalytics PlatformsEngagement Platforms
Certifications & Qualifications
Property and Casualty License
Industry Keywords
Insurance IndustryClient Facing RoleBusiness DevelopmentMarket TrendsCompetitor Activity
About the role
Key responsibilities & impact- Achieve annual objectives established in the sales plan by building a qualified pipeline and converting leads into revenue-generating opportunities
- Meet or exceed sales quota
- Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
- Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions
- Drive new business, deepen client relationships, and expand Acrisure’s footprint
- Develop deep client relationships and provide a consultative sales approach
- Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
- Build external networks and promote Acrisure within the community
- Follow structured sales cadences throughout the create–convert–close–retain cycle
- Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
- Research industry and market trends using analytics platforms and sales enablement tools
- Identify opportunities, track competitor activity, and refine positioning
- Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies
Requirements
What you’ll need- 2+ years’ experience in a client facing, client advising, or business development role required
- Experience in the insurance industry preferred
- Property and Casualty license
- Experience with market expansion and leveraging technology to enter new markets or enhance sales efforts
- Proven track record of obtaining new clients and/or new revenue growth in the industry
- Experience utilizing technology and tech platforms
- Demonstrated technology skills, including experience using CRM and AI applications
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
- Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage