Acrisure

Surety Account Manager

Acrisure$80K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in surety bonds
  • Proficient in Microsoft Office 365 applications
  • Experience with applied EPIC software
  • Prior experience in surety required
  • Accounting experience in insurance/surety preferred
  • California Property & Casualty license required
  • High School Diploma or equivalent

Responsibilities

  • Maintain and update client financial and bond files
  • Review contracts and bond forms for accuracy
  • Prepare various types of surety bonds accurately and promptly
  • Communicate regularly with clients about request statuses
  • Act as liaison between clients and surety companies
  • Assist client advisors and other team members with administrative tasks
  • Process final close-outs for premium audits

Benefits

  • Active role in maintaining strong client relationships
  • Opportunity to support the growth and retention of surety business
  • Collaborative on-site work environment
  • Exposure to a diverse range of surety bond types
  • Chance to work closely with underwriters and client advisors
Full Job Description
Job Description

Job Summary

Acrisure 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


#LI-DL1

#LI-On-Site

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.

About Acrisure

Acrisure is an insurance brokerage firm that provides a range of insurance products and services to businesses and individuals. The company was founded in 2005 and is headquartered in Caledonia, Michigan. Acrisure offers a wide range of insurance products, including property and casualty, employee benefits, and personal lines insurance. The company has grown rapidly through a series of acquisitions, and now has over 500 offices in the United States and around the world. Acrisure has been recognized as one of the fastest-growing companies in the United States, and has won numerous awards for its innovative insurance products and services.
Learn more about Acrisure
Size
7,000 employees
Industry
Founded
2006

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