Client Experience Coordinator (Surety Bonds)

Acrisure South Insurance Services, LLC•Wellington, FL

6d•Onsite

About The Position

The Client Experience Coordinator (internally titled Associate Account Manager) is an entry-level role on Acrisure’s Surety team. It is designed for recent graduates, early-career professionals, experienced workers changing careers, and others interested in client service, relationship management, business operations, and the Surety Bond industry. No prior insurance experience is required. The coordinator receives training, mentorship, and hands-on experience supporting bond execution, client service activities, and account maintenance. Working alongside experienced Account Managers and Producers, the role develops knowledge of surety fundamentals, carrier requirements, internal systems, and client service practices, with opportunities to build toward future account management roles. Success is measured by accuracy, timeliness, organization, service excellence, and growth in surety knowledge. The position is located in Wellington, Florida, or Miami Lakes, Florida. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

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).
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Bachelor’s degree preferred.
Transferable skills from customer service, administration, operations, or other professional environments are valued; previous insurance experience is not required.
Recent graduates, early-career professionals, and individuals seeking a career change or transition into insurance 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 according to 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 on time.
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 an Account Manager’s direction.
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 in internal systems.
Maintain filing systems and ensure records comply with company standards.
Prepare routine correspondence and documentation.
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 assigned accounts.
Support team initiatives, training activities, and special projects.
Continue developing surety knowledge, systems proficiency, and client service skills.