Sr. Surety Account Manager

Acrisure; Miami (FL); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid time off

401(k) plan

Health Savings Account (HSA)

Commuter benefits

Job summary

Acrisure in Miami Lakes, FL is seeking an organized bonds administrator to assist clients with bond needs and interact with client advisors and surety company reps. This in-office role handles document review, correspondence, and bond preparation, ensuring accurate bid and final bonds and timely status updates.

Key tasks include maintaining bond files, processing AR follow-ups, and providing administrative support to the team.

Qualifications

• Attention to detail with a commitment to accuracy and quality.
• Ability to work independently with strong teamwork.
• Excellent written and verbal communication and problem-solving skills.
• Excellent time management and prioritization abilities.
• Ability to multitask and handle sensitive information with discretion.
• Professional demeanor and positive attitude.
• Ability to read and interpret contracts, policies, and reports.
• Ability to prepare routine reports and correspondence.

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 updated on request status.
• Process final close-outs for premium audits.
• Process Billing Accounts Receivable follow up.
• Act as liaison with surety companies and clients.
• Assist Client Advisors and team members.
• Prepare routine correspondence and keep records.
• Draft and send correspondence; handle mailings.
• Provide other administrative support as directed.

Skills

Attention to detail

Proofreading

Strong written and verbal comms

Time management

Multitasking

Team collaboration

Proactive problem-solving

Microsoft Outlook

Microsoft Word

Microsoft Excel

Education

High school diploma or equivalent

Some college

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Job Summary

This position will assist customers in identifying and providing for their bond needs. The role works directly with the client, client advisors, and Surety Company representatives in handling the execution of all types of surety bonds. This is an in-office position within the South Florida office in Miami Lakes, FL.

Location

Miami Lakes, FL (South Florida Office)

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

Job 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.

Education & Experience

• High school diploma or equivalent required; some college preferred.
• 3+ years prior experience in surety bonds required.
• Florida Property & Casualty insurance license required (2-20/4-40).
• Prior bookkeeping/accounting or banking/insurance experience preferred.

Benefits

• Comprehensive medical, dental, vision, life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Generous paid time off and holidays; Employee Assistance Program; and a complimentary Calm app subscription.
• Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Equal Opportunity Employer

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].