SAINT PETERSBURG, FL, USA
1 day ago
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.

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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.

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