Job Title: Surety Senior Client Advisor
Department: Growth
Location: Sanford, FL
Your Next Chapter:
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 Surety SeniorClient 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:
- 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.
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.
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Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
