Senior Surety Client Advisor
Acrisure, Sanford, FL, United States
Acrisure is a global fintech leader that offers multiple financial products and services to clients worldwide, including insurance, reinsurance, cyber services, and mortgage origination.
Job Title:
Senior Surety Client Advisor
Department:
Growth
Location:
Sanford, FL
Responsibilities 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 and providing a consultative sales approach.
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.
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.
Share insights with leadership and cross‑functional teams to help optimize product offerings, client experience, and revenue strategies.
Qualifications
8+ years experience in a client‑facing, client advising, or business development role required with 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.
Benefits
Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA); commuter benefits; employee discount programs.
Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; pet insurance coverage.
… and so much more.
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 leaves@acrisure.com.
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Job Title:
Senior Surety Client Advisor
Department:
Growth
Location:
Sanford, FL
Responsibilities 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 and providing a consultative sales approach.
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.
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.
Share insights with leadership and cross‑functional teams to help optimize product offerings, client experience, and revenue strategies.
Qualifications
8+ years experience in a client‑facing, client advising, or business development role required with 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.
Benefits
Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA); commuter benefits; employee discount programs.
Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; pet insurance coverage.
… and so much more.
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 leaves@acrisure.com.
#J-18808-Ljbffr