Surety Account Manager

Acrisure•Ontario, CA

2d•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. The Surety Account Manager manages and services a broad range of surety bond types, delivers client service, maintains carrier partnerships, and supports the growth and retention of Acrisure's surety business. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

Proficiency with Microsoft Office 365 applications, including Word, Excel, PowerPoint, and Outlook.
Applied EPIC experience.
Prior experience in surety bonds.
California Property & Casualty license.
High school diploma or equivalent.

Nice To Haves

Prior accounting experience related to insurance and 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 and final bonds, subdivision bonds, and license and miscellaneous bonds, checking accuracy before transmittal.
Keep clients updated on request status.
Process final close-outs for premium audits.
Act as a liaison with surety companies and maintain surety relationships.
Act as a liaison with clients and client staff.
Assist Client Advisors and other team members.
Prepare routine and follow-up correspondence in paper and electronic formats.
Maintain the agency management system and files.
Draft and/or send correspondence.
Prepare overnight packages and receipts and assist with mail.
Answer telephone calls and respond to voice messages.
Provide other administrative support as directed.