Account Manager

Job Title: Account Manager

Department: Surety/Bond

Location: Florida - Miami Lakes Delray Beach St. Petersburg

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 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 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 to 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)

FL Notary Public

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

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 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.