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Acrisure · 4 hours ago

Surety Client Advisor

Addison, TX

Full-time

Onsite

Mid Level

3+ years exp

Acrisure is a global Fintech leader that combines technology and human expertise to offer a variety of financial products and services. They are seeking a Surety Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s market presence using data-driven insights and technology.

Financial ServicesInsuranceInsurTech

Responsibilities

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

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

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

Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies

Qualification

Surety principlesClient relationship managementBusiness developmentCRM experienceAnalytical skillsMarket researchSales forecastingTechnology skillsKPI trackingClient advisingNetworkingEffective communicationProblem-solving skillsTeam collaboration