Surety Account Manager

Acrisure

Surety Account Manager servicing bond clients and carrier relationships for Acrisure, a global fintech and insurance services company. Preparing bonds, managing files, and supporting surety business growth and retention.

Posted 8/4/2026full-timeCosta Mesa • California • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client financial and bond files, ensuring accuracy in bond preparation, and maintaining strong relationships with clients and surety companies. Proficient in Microsoft Office 365 and experienced in the surety bonds industry, with a focus on administrative support and effective communication.

Highest-signal resume keywords

Surety Bonds ExperienceMicrosoft Office 365 ProficiencyCalifornia Property & Casualty LicenseApplied EPIC ExperienceAccounting Experience Related to Insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Bond PreparationContract ReviewFinancial File ManagementClient CommunicationAdministrative Support

Soft Skills

Team CollaborationClient LiaisonEffective Communication

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookAgency Management System

Certifications & Qualifications

California Property & Casualty License

Industry Keywords

Surety IndustryFinancial AuditsBond FormsClient AdvisorsPremium Audits

About the role

Key responsibilities & impact

Maintain and update client financial and bond files
Receive and dispatch correspondence promptly
Review contracts and bond forms and extract relevant information
Prepare bid and final bonds, subdivision bonds, license and miscellaneous bonds, ensuring accuracy before transmittal
Frequently keep clients 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 and follow-up correspondence, both paper and electronic
Maintain agency management system and files
Draft and/or send correspondence
Prepare overnight packages and receipts and assist with mail
Answer the telephone and respond to voice messages
Provide other administrative support as directed

Requirements

What you’ll need

Experienced surety professional
Proficiency in Microsoft Office 365 applications, including Word, Excel, PowerPoint, and Outlook
Applied EPIC experience
Prior experience in surety bonds required
Prior accounting experience related to insurance and surety business preferred
Must hold a California Property & Casualty license
High School Diploma or equivalent
Comfortable with an on-site presence
Final candidates must complete post-offer verification processes related to the role and applicable laws

Benefits

Comp & perks

Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off
Holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) options
Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage