Surety Bond Associate Account Manager

Acrisure, LLC • Saint Petersburg, FL

300d

About The Position

This position will assist customers in identifying and providing for their bond needs. This position works directly with the client, Producers, and Surety Company representatives in handling the execution of all types of surety bonds.

Requirements

• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.) is required
• Applied EPIC or similar agency management software experience is highly desirable, but not required
• SurePath/Tinubu or similar surety bonding software experience, preferred but not required
• 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

Nice To Haves

• Prior surety bond or Insurance experience is highly desirable
• Prior bookkeeping and/or accounting experience (desirable)
• Prior customer service in banking or insurance (desirable)
• Prior paralegal experience is desirable
• College experience preferred

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

• Competitive compensation
• Industry leading healthcare
• Savings and Investments
• Charitable Giving Programs
• Opportunities for Growth
• Parental Leave
• Generous Time Away

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED