Client Experience Coordinator (Surety Bonds)

Posted Yesterday
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2 Locations
In-Office
Entry level
Fintech • Software • Financial Services
The Role
Provides administrative, documentation, and client service support for surety bond execution and account maintenance. Responsibilities include reviewing contracts and bond forms, processing bond requests, collecting underwriting documents, coordinating with carriers, maintaining records, supporting renewals and audits, and communicating routine updates. The role emphasizes accuracy, organization, customer service, Microsoft Office proficiency, and developing expertise in surety insurance. No prior insurance experience is required, and training is provided.
Summary Generated by Built In

Client Experience Coordinator (Surety)

Location: Wellington, FL or Miami Lakes, 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:
Looking to launch your professional career or explore a new career path? Acrisure is seeking motivated individuals, including recent graduates, early-career professionals, and experienced workers looking to transition into a new industry. This opportunity is ideal for those interested in developing expertise in client service, relationship management, business operations, and the Surety Bond industry.


The Client Experience Coordinator (internally titled Associate Account Manager) is an entry-level opportunity designed for individuals eager to build a long-term career while gaining hands-on experience in a specialized and highly marketable area of insurance. No prior insurance experience is required, making this an excellent opportunity for both individuals entering the workforce and those seeking a career change.


As part of Acrisure's Surety team, you will receive training, mentorship, and real-world experience supporting bond execution, client service activities, and account maintenance. Working alongside experienced Account Managers and Producers, you'll learn surety fundamentals, carrier requirements, internal systems, and client service best practices while developing the skills needed to progress into future account management opportunities.


Success in this role is measured by accuracy, timeliness, organization, service excellence, and demonstrated growth in surety knowledge. Whether you're beginning your professional journey or bringing transferable skills from another industry, you'll build a strong foundation for long-term career growth within Acrisure and the insurance industry.


Job Responsibilities

  • Support the Surety team by performing administrative, processing, and documentation activities related to bond execution and account maintenance.
  • Assist with the preparation, processing, and execution of bid, final, and commercial bonds in accordance with internal procedures and carrier requirements.
  • Review contracts and bond forms to identify and extract relevant information.
  • Ensure bond requests and supporting documentation are complete, accurate, and submitted in a timely manner.
  • Request, collect, and follow up on underwriting and financial documentation.
  • Assist with bond renewals, cancellations, close-outs, and premium audits within assigned authority.
  • Coordinate routine requests with surety carriers under the direction of an Account Manager.
  • Communicate bond status updates and routine service information to clients, producers, and internal stakeholders as directed.
  • Act as a liaison with surety carriers for routine requests.
  • Maintain client bond files, financial records, and documentation within internal systems.
  • Maintain filing systems and ensure records comply with company standards.
  • Prepare routine correspondence and documentation.
  • Receive and distribute correspondence promptly.
  • Provide day-to-day administrative and service support to promote workflow efficiency.
  • Assist Account Managers and Account Executives with servicing activities for assigned accounts.
  • Support team initiatives, training activities, and special projects.
  • Continue developing surety knowledge, systems proficiency, and client service skills.

Job Requirements

  • Bachelor's degree preferred (recent graduates, early-career professionals, and individuals seeking a career change or transition into the insurance industry are encouraged to apply)
  • Previous insurance experience is not required; transferable skills from customer service, administration, operations, or other professional environments are valued.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Strong customer service mindset and relationship-building skills.
  • Proficiency with Microsoft Office applications and the ability to learn new systems quickly.
  • Demonstrated initiative, curiosity, and willingness to learn.
  • Ability to work independently while collaborating effectively within a team environment.
  • Ability to obtain and maintain required insurance license(s).

#LI-SS1

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 [email protected].

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.

Skills Required

  • Ability to obtain and maintain required insurance licenses
  • Strong organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong customer service and relationship-building skills
  • Proficiency with Microsoft Office applications and ability to learn new systems quickly
  • Initiative, curiosity, and willingness to learn
  • Ability to work independently and collaborate effectively with a team
  • Bachelor's degree
  • Previous insurance experience
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The Company
HQ: Grand Rapids, Michigan
3,983 Employees

What We Do

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital. Discover more at www.Acrisure.com.

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