Sr. Surety Account Manager

Acrisure; Town of Florida (NY); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Comprehensive medical insurance

Dental insurance

Vision insurance

Life and disability insurance

401(k) plan

Job summary

Acrisure, a global fintech leader, is seeking an in-office Bond Administrative Assistant in Florida to support bond operations and client service. You will manage financial and bond files, review agreements, and prepare bid and final bonds, while maintaining timely communications with clients and surety companies.

Ideal candidates have a high school diploma, 3+ years in surety bonds, and a Florida property & casualty license. On-site collaboration and cross-functional partnership are emphasized.

Qualifications

• 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.

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 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.

Skills

Attention to detail

Written communication

Verbal communication

Time management

Multitasking

Problem solving

Microsoft Outlook

Microsoft Word

Microsoft Excel

Education

High school diploma or equivalent

Florida Property & Casualty license (2-20/4-40)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary

This position will assist customers in identifying and providing for their bond needs. This position 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 one of our South Florida offices.

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 and 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

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: 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.

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].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.