Surety Bond Associate Account Manager

Job Title: Associate Account Manager

Department: Surety Bond

Location: St Petersburg, Orlando, Delray Beach, or Miami FL

Schedule: 100% Onsite

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.

Job Summary:

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.

Responsibilities:

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.

Requirements:

Technology Skills:

• 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
• SurePath/Tinubu or similar surety bonding software experience, preferred but not required
  
  

Other Qualifications:

• 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
  
  

Education and Experience Required:

• Prior experience in a professional office setting (minimum of 3 years)
• High school diploma or equivalent required
• Must hold Florida Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe (varies by office)
  
  

Education and Experience Preferred:

• 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
  
  

Benefits & Perks:

• 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.

To learn more, visit www.Acrisure.com or follow us on LinkedIn.

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.