Trade Credit Client Advisor

Acrisure • Dallas, TX

14h • $75,000 - $150,000 • Hybrid

About The Position

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Acrisure Trade Credit is seeking a high performing Client Advisor focused exclusively on trade credit insurance solutions. This role is responsible for developing new client relationships and advising organizations on strategies to protect accounts receivable through domestic and export credit insurance. The ideal candidate will have experience within the trade credit insurance market and understand how credit insurance programs are structured, marketed, and placed with global underwriters. This individual will work with manufacturers, wholesalers, distributors, staffing firms, and other business to business organizations that sell on payment terms and require protection from customer non payment risk.

Requirements

• Prior experience within the trade credit insurance industry strongly preferred.
• Experience working with trade credit insurance products, credit insurance brokers, or global credit insurance underwriters.
• Knowledge of domestic and export credit insurance markets and how policies are structured.
• Proven ability to generate new business and grow client relationships in a consultative sales environment.
• Experience working with financial decision makers such as CFOs, controllers, or credit managers.
• Demonstrated ability to manage a pipeline and close complex B2B opportunities.
• Active state Insurance Producer or Broker License required.

Responsibilities

• Achieve annual objectives established in the sales plan by developing a qualified pipeline of trade credit insurance opportunities and converting them into new client relationships.
• Identify companies with significant accounts receivable exposure and introduce trade credit insurance as a solution to manage credit risk.
• Develop relationships with CFOs, controllers, credit managers, and other financial decision makers responsible for credit policy and receivables management.
• Evaluate client credit exposure and structure trade credit insurance programs that protect receivables while supporting business growth.
• Work directly with global credit insurance underwriters to structure competitive policies and coverage terms for clients.
• Collaborate with internal teams to deliver proposals and implement customized trade credit insurance solutions.
• Maintain disciplined pipeline management and accurate forecasting through CRM platforms.
• Stay informed on developments within the trade credit insurance market, global trade trends, and credit risk conditions affecting clients.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed