Surety Account Manager

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.

Job Summary

Acrisure is seeking an experienced Surety Professional to serve as a trusted advisor and primary point of contact for clients, client advisors, and surety company underwriters. This role is responsible for managing and servicing a broad range of surety bond types. This individual will play a key role in delivering exceptional client service, maintaining strong carrier partnerships, and supporting the growth and retention of Acrisure's surety business.

Responsibilities:

• Maintain and update client financial and bond files

• Receive and dispatch correspondence promptly

• Review Contracts and Bond forms and extract relevant information

• Prepare bid & final bonds, subdivision bonds, license & misc bonds – ensuring the accuracy before transmittal

• 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 Client Advisors

• Assist other team members

• Prepare routine/follow-up correspondence – paper and electronic

• Maintain agency management system/files

• Draft and/or send correspondence

• Prepare overnight packages and receipts/assist in mails

• Answer the telephone and respond to voice messages

• Other administrative support, as directed

Requirements:

• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.)

• Applied EPIC experience

• Prior experience in surety bonds required

• Prior accounting experience, as it relates to insurance & surety business (preferred)

Education and Licenses:

• Must hold California Property & Casualty license

• High School Diploma or equivalent

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