Client Experience Coordinator (Surety Bonds)

Acrisure•Miami Lakes, FL

2d•Onsite

About The Position

The Client Experience Coordinator, internally titled Associate Account Manager, is an entry-level opportunity on Acrisure’s Surety team. The role is intended for recent graduates, early-career professionals, experienced workers changing careers, and others interested in developing expertise in client service, relationship management, business operations, and surety bonds. No prior insurance experience is required. The employee receives training, mentorship, and hands-on experience supporting bond execution, client service, and account maintenance while working alongside Account Managers and Producers. The position develops knowledge of surety fundamentals, carrier requirements, internal systems, and client service practices, with potential to progress into future account management opportunities. Success is measured by accuracy, timeliness, organization, service excellence, and growth in surety knowledge. The role is based in Wellington, Florida, or Miami Lakes, Florida, and candidates should be comfortable with an on-site presence.

Requirements

Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong customer service mindset and relationship-building skills.
Proficiency with Microsoft Office applications and ability to learn new systems quickly.
Demonstrated initiative, curiosity, and willingness to learn.
Ability to work independently while collaborating effectively within a team environment.
Ability to obtain and maintain required insurance license(s).

Nice To Haves

Bachelor’s degree preferred.
Transferable skills from customer service, administration, operations, or other professional environments are valued.
Recent graduates, early-career professionals, and individuals seeking a career change or transition into the insurance industry are encouraged to apply.

Responsibilities

Perform administrative, processing, and documentation activities related to bond execution and account maintenance.
Assist with preparing, processing, and executing bid, final, and commercial bonds in accordance with internal procedures and carrier requirements.
Review contracts and bond forms to identify and extract relevant information.
Ensure bond requests and supporting documentation are complete, accurate, and submitted in a timely manner.
Request, collect, and follow up on underwriting and financial documentation.
Assist with bond renewals, cancellations, close-outs, and premium audits within assigned authority.
Coordinate routine requests with surety carriers under the direction of an Account Manager.
Communicate bond status updates and routine service information to clients, producers, and internal stakeholders as directed.
Act as a liaison with surety carriers for routine requests.
Maintain client bond files, financial records, and documentation within internal systems.
Maintain filing systems and ensure records comply with company standards.
Prepare routine correspondence and documentation, and receive and distribute correspondence promptly.
Provide day-to-day administrative and service support to promote workflow efficiency.
Assist Account Managers and Account Executives with servicing activities for assigned accounts.
Support team initiatives, training activities, and special projects.
Continue developing surety knowledge, systems proficiency, and client service skills.