Acrisure’s Great Lakes Region began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region to where it is today, with a culture built on organic partnership.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’ s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
About The Role
This position will assist clients with identifying and providing for their bond needs. This position works with the Client Advisors and Surety Company representatives in handling and the execution of all types of surety bonds.
Responsibilities:
Maintain and update client financial and bond files.
Review contracts and bond forms and extract relevant information.
Ensure the accuracy of bid and final bond requests.
Prepare bid and final bonds.
Frequently keep clients 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.
Prepare overnight packages and receipts.
Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner.
Assists or completes other tasks as directed by platform management.
Seeks referrals from clients and follows through to help generate new business.
Refers current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
Comply with agency standards, policies, and procedures.
*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*
Requirements:
Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
Must have a high level of understanding accounting or strong math skills.
High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
Demonstrated attention to detail, producing outcomes with minimal errors.
Ability to adapt well to change in direction and priority in a fast-paced environment.
Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
Knowledge of Agency Management Systems; Applied Epic a plus.
Able to function independently and as part of a team.
Complies with continuing education requirements for agent licensing as well as professional designations.
Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
Education/Experience:
Bachelor’s degree’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required.
Prior surety bond experience is highly desirable.
Prior bookkeeping and/or account experience is desirable.
Prior paralegal experience is desirable.
Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within three (3) months of hire date.
Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations)
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges.
High finger dexterity while typing documents and forms.
Occasionally lift up to 20 lbs.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.
The noise level in the work environment is usually moderate.
Benefits & Perks:
Competitive Compensation
Industry-Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Educational Resources
Generous time away
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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.