Senior Surety Account Manager - Client & Carrier Liaison

Acrisure, LLC; Costa Mesa (CA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Acrisure is seeking an experienced Surety Account Manager to serve as a trusted advisor and primary point of contact for clients, client advisors, and underwriters in Costa Mesa, CA. You will manage and service a broad range of surety bond types and support growth and retention of Acrisure's surety business.

This on-site role requires proficiency with Microsoft Office 365 and EPIC, solid accounting exposure, and a California Property & Casualty license.

Qualifications

• Requires client-focused service mindset and ability to manage multiple bonds.
• Strong organizational skills and attention to detail.

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 and 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.

Skills

Client advisory

Communication

Organization

Team collaboration

Education

California Property & Casualty license

Tools

Microsoft Office 365

EPIC software

Job description

Acrisure is seeking an experienced Surety Account Manager to serve as a trusted advisor and primary point of contact for clients, client advisors, and underwriters in Costa Mesa, CA. You will manage and service a broad range of surety bond types and support growth and retention of Acrisure's surety business.

This on-site role requires proficiency with Microsoft Office 365 and EPIC, solid accounting exposure, and a California Property & Casualty license.