Surety Account Manager

Responsibilities

• 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 of bid and final bond requests
• Prepare bid and final bonds
• Keep clients frequently updated on request status
• Process final close-outs for premium audits
• Process Billing Accounts Receivable follow up
• Act as liaison with surety companies and maintain surety relationships
• Act as liaison with clients and client staff
• Assist Client Advisors & other team members
• Prepare routine/follow-up correspondence - paper and electronic
• File, draft, and/or send correspondence
• Prepare overnight packages and receipts
• Assist in mailings
• Provide other administrative support, as directed
• Job Requirements:
• Attention to detail, strong proofreading skills and commitment to a high level of accuracy.
• Ability to work independently with a high degree of interaction with team members.
• Demonstrated effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance.
• Excellent time management and prioritization skills.
• Ability to multitask and use discretion with sensitive information.
• Maintain a professional demeanor and positive attitude.
• Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.
• Ability to author routine reports and correspondence.
• Fluent ability with Microsoft Outlook, Word and Excel
• Ability to anticipate and solve practical problems or resolve issues.
• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
• Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Excellent skills in reliability, initiative, and stress tolerance.
• Ability to use good judgment and foresight.
• Education and Experience:
• High school diploma or equivalent required, some college preferred
• Prior experience in surety bonds required
• Florida Property & Casualty insurance license required
• Prior bookkeeping/accounting or banking/insurance experience preferred
• #LI-SS1
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
• Why Join Us:
• At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
• Employee Benefits
• We also offer our employees a comprehensive suite of benefits and perks, including:
• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• ... and so much more!
• This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits m

Benefits

Additional Information

Location: Miami Lakes, FL About Acrisure 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: This position will assist customers in identifying and providing for their bond needs. This position works directly with the client, client advisors and Surety Company representatives in handling the execution of all types of surety bonds. This is an in-office position within one of our South Florida offices.

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