Surety Account Manager

Acrisure • St. Petersburg, FL

2d • Onsite

About The Position

We're looking for a motivated and client-centric professional to join our growing Surety team. In this role, you'll help businesses obtain and maintain the bonds necessary for their operations while building meaningful relationships with clients and surety partners. You'll manage the bond process from submission to execution, collaborate with industry experts, and gain exposure to a wide variety of industries and bond types. This is a great opportunity to grow your career in a specialized and highly valued segment of the insurance industry.

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, including the ability to actively listen and problem-solve with minimal assistance.
• 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, marketing and submission reports and any other documents required for this position.
• 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.

Nice To Haves

• some college preferred
• Prior bookkeeping/accounting or banking/insurance experience preferred

Responsibilities

• 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

Benefits

• Comprehensive medical insurance
• dental insurance
• 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
• paid paternity leave (including for adoptive parents)
• legal plan options
• pet insurance coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED