Insurance Bond Account Associate (New England Platform)

Posted Yesterday
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Burlington, VT
Entry level
Fintech • Software • Financial Services
The Role
The Bond Account Associate supports the Bond Account Manager with new and existing bonding accounts, ensuring the delivery of service commitments to clients. Responsibilities include customer service, maintaining client accounts in the agency's automation system, assisting with renewal reviews, and following up on orders and correspondence.
Summary Generated by Built In

About Acrisure:

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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.

Job Summary:

The Bond Account Associate is responsible for working collaboratively with the Bond Account Manager and/or Client Advisors on new and existing bonding accounts and assisting in their delivery of commitments to these clients. The role will help execute, track, bill, renew, document, and process bonding needs for clients. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency.

Responsibilities:

  • Provide service and support to Bond Account Manager on existing accounts and assist the delivery of commitments to clients. 

  • Provide in-house customer service to clients as assigned and requested. 

  • Assists renewal reviews and re-marketing as appropriate.

  • Maintains client accounts on agency automation system, documents conversations, properly attaches documents, sends confirmations to insured clients and adheres to all other operating procedures that are, or become, established.

  • Maintains follow-up system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner. 

Requirements:

  • 1-3+ years of experience working in the Insurance industry
  • Must hold an active P&C license, or be able to obtain
  • Excellent communication, organizational, time-management, and customer service skills are required.
  • Candidates must be able to effectively manage multiple tasks and work well both independently and as part of a team.
  • Proficient knowledge of Microsoft Suite.

#LI-TB1

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.

Top Skills

Microsoft Suite
The Company
HQ: Grand Rapids, Michigan
3,983 Employees
On-site Workplace

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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