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

## **Job Title:** Surety Client Advisor**Department:** Growth**Location:** Addison, TX**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.Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.**Your Next Chapter:**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.**What You’ll Do:**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.**What You’ll Bring:*** 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, including experience using CRM and AI applications.**If you’re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.**#LI-EG1**Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.****Why Join Us:**At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.**Employee Benefits**We also offer our employees a comprehensive suite of benefits and perks, including:* **Physical Wellness:** Comprehensive medical insurance, dental insurance, 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 *[e-mail]*.Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.**California Residents:** Learn more about our privacy practices for applicants by visiting the .**Recruitment Fraud:** Please visit here to learn more about our .**Welcome, your new opportunity awaits you.**