Growth-Driven Surety Client Advisor

Acrisure, LLC; Addison (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive medical insurance

Dental insurance

Vision insurance

Paid maternity and paternity leave

Employee Assistance Program (EAP)

Job summary

A leading Fintech company in Addison, TX is looking for a Surety Client Advisor to drive new business and deepen client relationships. In this role, you will manage client accounts, apply surety principles, and develop sales strategies to meet revenue targets. The ideal candidate has over 3 years of experience in a client-facing role, strong analytical skills, and preferably holds a Property and Casualty license. Join a thriving community and contribute to impactful business growth.

Qualifications

• 3+ years’ experience in a client facing, advising, or business development role required.
• Demonstrated ability to apply surety principles across varied client scenarios.
• Proven track record of obtaining new clients and revenue growth.

Responsibilities

• Drive new business production through proactive prospecting and conversion of qualified leads.
• Serve as the primary point of contact for assigned clients.
• Monitor surety market appetite and identify new business opportunities.

Skills

Client facing experience

Analytical and problem-solving skills

Relationship management skills

Education

Experience in surety or insurance industry

Property and Casualty license

Tools

CRM applications

AI applications

Job description

A leading Fintech company in Addison, TX is looking for a Surety Client Advisor to drive new business and deepen client relationships. In this role, you will manage client accounts, apply surety principles, and develop sales strategies to meet revenue targets. The ideal candidate has over 3 years of experience in a client-facing role, strong analytical skills, and preferably holds a Property and Casualty license. Join a thriving community and contribute to impactful business growth.