What are the responsibilities and job description for the Bond Account Manager position at Acrisure?
About the Acrisure South Platform:
Acrisure’s South Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure South Platform to where it is today, with a culture built on organic partnership.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary:
The Bond Account Manager supports the team in a service role in compliance with Acrisure standards, policies, procedures, and process. The Bond Account Manager is responsible for relationship management. The Bond Account Manager supports our external customers by providing quality service implementation and delivery; they provide internal customer service through effective team communication, development, and management. They foster professional relationships with markets and vendors. The success of this role is measured by positive internal team development, external customer satisfaction, effective quality service delivery and overall account retention.
Responsibilities:
- Collect necessary information and execute bonds in an error free and timely manner per industry standards.
- Invoice transactions and properly report bonds.
- Process renewals in a timely manner.
- Maintain account related files and prepare necessary paperwork. This includes setup, filing and purging of information.
- Request, follow-up, and process various underwriting documents.
- Cancel / close bonds within authority and update internal systems.
- Assist in the cross-sell and round out of accounts by offering advice about existing products and promoting value added services.
- Marketing of new, larger bond accounts – with producer.
- Marketing of new, smaller accounts – without producer.
- Answer client calls concerning all service issues and product queries from clients quickly, efficiently, and accurately.
- All other duties as assigned for the successful execution and/or completion of various projects whether specifically assigned.
*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*
Requirements:
- Excellent project management and time management skills.
- Effective ability to communicate orally or in written form effectively with co-management, internal and external customers.
- Strong attention to detail; exceptional proofreading skills.
- Knowledge of business English, proper spelling, grammar, and punctuation.
- Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels.
- Ability to follow instructions in verbal and written format.
- Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
- Excellent skills in reliability, initiative, and stress tolerance.
- Ability to perform in a professional appearance and manner.
- Competent and proficient understanding of the Microsoft Office suite.
Education/Experience:
- Bachelor’s degree or equivalent experience preferred.
- Property and Casualty Insurance license required
- Minimum 3-5 years account management experience
- Experience in Surety and Bonds highly desirable
- Construction accounting experience, a plus
Benefits & Perks:
- Competitive Compensation
- Industry-Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Educational Resources
- Generous time away
#LI-EG1 #LI-Hybrid
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at
www.Acrisure.com/privacy/caapplicant
.To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
