Senior Surety Account Manager

Acrisure•Addison, TX

40d•Onsite

About The Position

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: This position will assist account managers and surety practice leaders in providing clients' bond needs and participating as needed in special projects. This position works under direct supervision and tutelage of account managers creating the path to account management by assisting with the department administrative duties including recordkeeping and execution of all types of surety bonds. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements

Technology Skills Required:
Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.)
Applied EPIC experience
SurePath/Tinubu or similar surety bonding software experience
Other Qualifications:
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
Education and Experience:
Required Qualifications:
Must hold Texas Property & Casualty insurance license
Prior experience in surety bonds
High school diploma or equivalent
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Preferred Qualifications:
Prior bookkeeping and/or accounting experience
Prior customer service in banking or insurance
Prior paralegal experience
College experience

Responsibilities

Operations administration
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
General Administration
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

Benefits

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

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