Surety Client Advisor

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Job Title: Surety Client Advisor

Department: Growth

Location: Addison, TX

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional — giving you cutting‑edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.

We’re seeking a high‑performing Client Advisor on our Surety Team to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data‑driven consultants — blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

Revenue Growth & Business Development

• Drive new business production through proactive prospecting, pipeline development, and conversion of qualified leads
• Develop and execute sales strategies to expand client portfolios, increase revenue, and meet growth targets.
• Serve as the primary point of contact for assigned clients, overseeing account performance and satisfaction.
• Apply surety principles to a range of client situations, ensuring compliance with current surety program standards.
• Develop action plans aligned with client goals and establish KPIs to measure program effectiveness.
• Monitor surety market appetite and identify opportunities for new business production.
• Provide escalation support for complex or unexpected client issues, including client challenges.
• Perform responsibilities of greater complexity, requiring independent judgment and decision‑making.
• Maintain accurate sales forecasts and report on progress toward individual production goals.

Client Acquisition & Relationship Management

• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long‑term value.
• Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross‑sell opportunities.
• Build strong external networks and promote Acrisure within the community as a growth‑minded, fintech‑enabled insurance leader.

Sales Process & Cadence Discipline

• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create‑convert‑close‑retain cycle.
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

Market Research & Competitive Analysis

• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
• Share insights with leadership and cross‑functional teams to help optimize product offerings, client experience, and revenue strategies.

• 3+ years’ experience in a client‑facing, client advising, or business development role required with experience in surety or insurance industry.
• Demonstrated ability to apply surety principles across varied client scenarios.
• Strong analytical and problem‑solving skills, with the ability to develop and track KPIs.
• Effective communication and relationship management skills to serve as a trusted advisor.
• Property and Casualty license preferred, or ability to obtain license upon hire.

Our ideal candidate will bring:

• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
• Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
• Demonstrated technology skills,…