Senior Surety Client Advisor

Job Title

Senior Surety Client Advisor

Growth

Addison, TX

Mid-Senior level

Full-time

Consulting, Information Technology, and Sales

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.

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 Senior Client Advisor on our Surety Team to drive new business, deepen client relationships, and expand Acrisure’s footprint.

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

• 8+ years of experience in a client‑facing, client‑advising, or business development role, with proven experience in the surety insurance industry.
• Property and Casualty license preferred, or ability to obtain license upon hire.

• 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, including experience using CRM and AI applications.

• Physical Wellness:
  Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness:
  Generous paid time off and holidays;
  Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness:
  Immediate vesting in a 401(k) plan;
  Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care:
  Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!
• This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting

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