Surety Bond Account Manager
Acrisure
full-time
Posted on:
Location Type: Office
Location: Saint Petersburg • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
- 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
- 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
Requirements
- Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.)
- Applied EPIC experience
- SurePath/Tinubu or similar surety bonding software experience
- 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
- Self-starter
- Basic math skills
- Strong organizational skills
- Professional appearance
- Must hold Florida Property & Casualty insurance license
- Prior experience in surety bonds
- High school diploma or equivalent
- Prior bookkeeping and/or accounting experience (preferred)
- Prior customer service in banking or insurance (preferred)
- Prior paralegal experience (preferred)
- College experience (preferred)
Benefits
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft Office 365Applied EPICSurePathTinububond processingcontract reviewfinancial file managementpremium auditsbasic math skillsbookkeeping
Soft skills
attention to detaileffective communicationtime managementprioritizationmultitaskingdiscretionprofessional demeanorteam collaborationself-starterproblem solving
Certifications
Florida Property & Casualty insurance license