Surety Bond Account Manager

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

This position will assist customers in identifying and providing for their bond needs. This position works directly with the client, Producers, and Surety Company representatives in handling the execution of all types of surety bonds.

Operations administration

• Maintain and update client financial and bond files
• Receive and dispatch correspondence promptly
• Review Contracts and Bond forms and extract relevant information
• Ensure the accuracy bid and final bond request
• Prepare bid and final bonds
• Frequently Keep client updated on request status
• Process final close-outs for premium audits
• Act as liaison with surety companies and maintain surety relationships
• Act as liaison with clients and client staff
• Assist Producers
• Assist other team members

General Administration

• Prepare routine/follow-up correspondence – paper and electronic
• File
• Draft and/or send correspondence
• Prepare overnight packages and receipts
• Answer the telephone and respond to voice messages
• Assist in mailings
• Other administrative support, as directed

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.) is required
• Applied EPIC or similar agency management software experience is highly desirable, but not required
• Sure Path/Tinubu or similar surety bonding software experience, preferred but not required

• Attention to detail and commitment to a high level of accuracy
• Able to work independently with a high degree of interaction with team members
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrate excellent time management and prioritization skills
• Ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Maintain a professional demeanor and positive attitude
• Ability to pass a clerical assessment
• Able to pass drug and background checks
• Punctual
• Good team skills, works well with colleagues and peers
• Self-starter
• Basic math skills
• Strong organizational skills
• Professional appearance

• Must hold Florida Property & Casualty insurance license or be willing to obtain one within 60 days of employment
• Prior experience in a professional office setting (minimum of 3 years)
• High school diploma or equivalent required

• Prior surety bond or Insurance experience is highly desirable
• Prior bookkeeping and/or accounting experience (desirable)
• Prior customer service in banking or insurance (desirable)
• Prior paralegal experience is desirable
• College experience preferred

• Competitive compensation
• Industry leading healthcare
• Savings and Investments
• Charitable Giving Programs
• Opportunities for Growth
• Parental Leave
• Generous Time Away

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.

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