Job DescriptionJob SummaryAcrisure is seeking an experienced Surety Professional to serve as a trusted advisor and primary point of contact for clients, client advisors, and surety company underwriters. This role is responsible for managing and servicing a broad range of surety bond types. This individual will play a key role in delivering exceptional client service, maintaining strong carrier partnerships, and supporting the growth and retention of Acrisure's surety business.
Responsibilities:- Maintain and update client financial and bond files
- Receive and dispatch correspondence promptly
- Review Contracts and Bond forms and extract relevant information
- Prepare bid & final bonds, subdivision bonds, license & misc bonds - ensuring the accuracy before transmittal
- 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 Client Advisors
- Assist other team members
- Prepare routine/follow-up correspondence - paper and electronic
- Maintain agency management system/files
- Draft and/or send correspondence
- Prepare overnight packages and receipts/assist in mails
- Answer the telephone and respond to voice messages
- Other administrative support, as directed
Requirements:- Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.)
- Applied EPIC experience
- Prior experience in surety bonds required
- Prior accounting experience, as it relates to insurance & surety business (preferred)
Education and Licenses:- Must hold California Property & Casualty license
- High School Diploma or equivalent
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Pay Details:
The base compensation range for this position is $80,000 - $105,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.