Surety Account Manager

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life & Disability

401(k) Retirement

HSA / FSA

Job summary

Acrisure is seeking an experienced Surety Professional to serve as a trusted advisor and primary contact for clients, client advisors, and surety underwriters. This role manages a broad range of surety bond types, delivering exceptional service while maintaining carrier partnerships and supporting growth of Acrisure's surety business.

The position requires California Property & Casualty license, proficiency in Microsoft Office 365, experience in EPIC, and prior experience in surety bonds and

Qualifications

• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook).
• Applied EPIC experience.
• Prior experience in surety bonds required.
• Prior accounting experience related to insurance & surety business (preferred).
• Must hold California Property & Casualty license.
• High School Diploma or equivalent.

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 with accuracy.
• Act as liaison with surety companies and clients.

Skills

Microsoft Office 365

Surety bonds

Accounting knowledge

EPIC experience

Education

California Property & Casualty license

High School Diploma

Tools

EPIC

Job description

About Acrisure

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.

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

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. This role is responsible for managing and servicing a broad range of surety bond types. This individual will play a key role in delivering exceptional client service, maintaining strong carrier partnerships, and supporting the growth and retention of Acrisure's 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 & 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
• Assist 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
• Other administrative support, as directed

Requirements

• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.)
• Applied EPIC experience
• Prior experience in surety bonds required
• Prior accounting experience, as it relates to insurance & surety business (preferred)

Education and Licenses

• Must hold California Property & Casualty license
• High School Diploma or equivalent

Pay Details

The base compensation range for this position is $80,000 - $105,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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

• 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.