Surety Bond Manager - Client & Carrier Partner

Acrisure; California (MO); On-site; USD 80,000 - 105,000; Full time

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.

Qualifications

• 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)

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

Education

California Property & Casualty license

High School Diploma or equivalent

Tools

Microsoft Office 365

EPIC

Surety bonds

Job description

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.