Surety Bond Account Manager
Acrisure
full-time
Posted on:
Location Type: Office
Location: Delray Beach • Florida • United States
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About the role
- Assist customers in identifying and providing for their bond needs
- Work directly with the client, client advisors and Surety Company representatives
- 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
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
- 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
- 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
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
proofreadingcontract reviewbond preparationbilling accounts receivablereport authoringdocument interpretationadministrative support
Soft Skills
attention to detaileffective communicationtime managementmultitaskingdiscretionprofessional demeanorproblem-solvingreliabilityinitiativestress tolerance