Surety Bond Client Accounts Specialist

Acrisure; Florida; Vor Ort; USD 40.000 - 65.000; Vollzeit

Benefits dieser Stelle

Comprehensive medical insurance

Generous paid time off

401(k) plan with immediate vesting

Zusammenfassung

Acrisure, based in Florida, is seeking an individual for a role that will assist customers in meeting their bond needs. This in-office position involves interacting with clients and managing bond requests.

The ideal candidate should have attention to detail, be proficient in Microsoft applications, and hold a Florida Property & Casualty insurance license. The company offers a supportive environment and numerous employee benefits designed for growth and wellbeing.

Qualifikationen

• Ability to work independently with team interactions.
• Ability to multitask and handle sensitive information discreetly.
• Can conform to shifting priorities and demands.

Aufgaben

• Maintain and update client financial and bond files.
• Review contracts and bond forms for accuracy.
• Act as liaison with clients and surety companies.

Kenntnisse

Attention to detail

Strong proofreading skills

Effective written communication

Time management

Proficient in Microsoft Outlook

Good judgment

Ausbildung

High school diploma or equivalent

Florida Property & Casualty insurance license

Tools

Microsoft Word

Microsoft Excel

Jobbeschreibung

Location: Miami Lakes, FL | Wellington FL

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.

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 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
• Prior experience in surety bonds required
• Florida Property & Casualty insurance license required
• 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.