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 cuttingedge technology and toptier 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 19000 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 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 closeouts 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/followup 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 allinclusive 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

• Selfstarter

• 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 Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

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

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Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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/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 Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.