Succeeding as a Client Advisor at Acrisure

At Acrisure, opportunity does not have to follow a straight line. Our Client Advisors come from diverse backgrounds, bring unique strengths, and carve out careers that reflect both who they are and who they aspire to be.

For Heather Mosher, a seasoned Client Advisor with nearly two decades in the industry, the journey into a sales career in the insurance industry wasn’t planned. But it became the foundation for a livelihood defined by resilience, adaptability, and a deep commitment to serving clients with integrity.

Finding a Career in an Unexpected Place

Like many in the industry, Heather didn’t set out to work in insurance. Graduating during the Great Recession of 2008, she entered a job market where opportunities were scarce. A series of unexpected turns led her into the insurance world, where she quickly realized there were far more opportunities to build a career than she initially imagined.

Over the years, she explored multiple roles across the service and sales sides of the business, discovering along the way that her greatest impact came from advising and building relationships.

“What I love about this industry is the sheer amount of opportunity,” she shared. “You can start in one area and grow into something completely different — sales, service, personal lines, benefits, marketing, operations, leadership. It’s a huge industry, but it feels small because of how connected it is.”

What It Takes to Succeed: Habits, Behaviors, and Consistency

Sales roles often come with the perception of a “perfect producer calendar;” a flawlessly structured week with time-blocked activities and predictable routines. Heather was quick to acknowledge that real life often ends up looking different than this ideal state.

Instead, she focuses on the following behaviors that help create long-term success:

• Consistent prospecting
• Thoughtful calendar management
• Delivering a client experience that earns trust and referrals
• Collaborating closely with internal teams
• Following through on commitments

“You may not make a sale today or tomorrow,” she explained, “but if your behaviors are aligned, the results will follow. It’s about doing what you say you’re going to do and building trust over time.”

Rethinking Who Belongs in Insurance Sales

Heather doesn’t fit the stereotypical image of a salesperson — and she sees that as a strength.

“I’m not the typical personality people imagine when they think of sales,” she said. “But that’s the beauty of it. Every buyer is different. Every business is different. There’s room for all kinds of people to succeed.”

She believes the most important traits aren’t charisma or extroversion, but resilience, self-motivation, flexibility, and ownership.

“You have to be OK with volatility and rejection. You have to be self-driven. And you have to be organized enough to deliver on what you promise.”

How Acrisure’s Technology Supports the Work

As a global FinTech leader, Client Advisors at Acrisure are gaining access to tools that streamline workflows and unlock new opportunities.

Heather sees the impact firsthand.

“The AI and automation components absolutely create efficiencies,” she said. “They free up time and open doors. The challenge is adopting the habits to use them consistently — but once you do, the sky’s the limit.”

AI tools, analytics platforms, and integrated solutions for small businesses help advisors work smarter, not harder. And as expectations grow, efficiency becomes essential.

“There’s not less being asked of us — there’s more. Technology helps us keep up.”

Empowering Women in Insurance Sales

Like many industries, insurance continues working towards broader gender diversity in sales and client-facing roles.

Heather notes that at some industry events, she has been assumed to be an account manager or operations professional rather than a Client Advisor, which offers a reminder of why representation across all roles remains important.

“It happens all the time,” she said. “People don’t assume I’m in sales. But that’s exactly why representation matters.”

Working primarily with blue-collar industries like construction and manufacturing adds another layer of complexity. Many decision makers prefer relationship-building activities like golf outings, hunting trips, or fishing weekends, which don’t always resonate with Heather’s interests.

“I’m not going to take someone on a fishing trip,” she laughed. “But that’s OK. Not every buyer wants that. Some just want a trusted advisor who delivers solutions.”

Her advice to women considering sales:

• Don’t let stereotypes dissuade you.
• Don’t discount yourself before you walk into the room.
• Act like you belong — because you do.

“Even now, almost 20 years in, I sometimes have to remind myself to put my confidence on. But if you’re in the room, you earned your spot.”

Balancing Career and Family as a Working Mother

With three young children and a demanding role, Heather has learned that balance isn’t a daily achievement, but instead something that emerges over time.

“There won’t be perfect balance every day,” she said. “Some days your family needs you more. Some days work needs you more. It all evens out.”

She noted that having a strong support system also makes all the difference.

“You have to be OK with the scale tipping back and forth. And you have to be fully present wherever you are — at home or at work.”

What It Means to Be a Client Advisor at Acrisure

Heather’s story reflects the evolving nature of the Client Advisor role at Acrisure: dynamic, relationship-driven, and full of possibility. It’s a career built on trust, adaptability, and the willingness to grow, even when the path isn’t linear.

For those exploring a future in sales or considering a career shift within Acrisure, her journey is a reminder that success doesn’t require fitting a mold. It requires showing up, staying committed, and believing in the value you bring.

About Acrisure

Acrisure is a fintech company on the rise that puts innovative insurance and business solutions into the hands of ambitious businesses and individuals. Join our team to make your next chapter the best one yet. Learn more and explore our open roles.