Surety Account Manager

Acrisure•Costa Mesa, CA

1d•$80,000 - $105,000•Onsite

About The Position

Acrisure is seeking an experienced Surety Professional to serve as a trusted advisor and primary point of contact for clients, client advisors, and surety company underwriters. This role is responsible for managing and servicing a broad range of surety bond types. This individual will play a key role in delivering exceptional client service, maintaining strong carrier partnerships, and supporting the growth and retention of Acrisure's surety business.

Requirements

Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.)
Applied EPIC experience
Prior experience in surety bonds required
High School Diploma or equivalent
Must hold California Property & Casualty license

Nice To Haves

Prior accounting experience, as it relates to insurance & surety business

Responsibilities

Maintain and update client financial and bond files
Receive and dispatch correspondence promptly
Review Contracts and Bond forms and extract relevant information
Prepare bid & final bonds, subdivision bonds, license & misc bonds – ensuring the accuracy before transmittal
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 Client Advisors
Assist other team members
Prepare routine/follow-up correspondence – paper and electronic
Maintain agency management system/files
Draft and/or send correspondence
Prepare overnight packages and receipts/assist in mails
Answer the telephone and respond to voice messages
Other administrative support, as directed