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.