Associate Client Advisor

Description

Acrisure West is a collective of entrepreneurial agencies who’ve built one of the fastest-growing platforms in financial services. Today, we’re a global fintech leader using advanced AI, data, and technology to reinvent how insurance and financial services are sold and delivered. We combine the strengths of trusted advisors with powerful digital tools—making growth smarter, faster, and more scalable than ever.

Role Overview

The Associate Client Advisor focuses on building foundational knowledge and supporting senior team members. Key responsibilities include assisting with client relationships, performing basic research and data analysis, managing administrative tasks, and responding to routine client inquiries.

What You’ll Do

- Handles basic inquiries, provides support, responds to routine requests.

- Learns to resolve issues, refers complex problems upward.

- Focuses on product knowledge, learns pro...