Surety Account Manager

Acrisure

. Maintain and update client financial and bond files .

Posted 9/28/2026full-timeWalnut Creek • California • United StatesMid-LevelSenior💰 $80,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client financial and bond files, ensuring accuracy in documentation and communication. Proficient in Microsoft Office 365 and Applied EPIC, with a strong focus on client service and surety bond processes.

Highest-signal resume keywords

Proficiency In Microsoft Office 365Applied EPIC ExperiencePrior Experience In Surety BondsCalifornia Property & Casualty LicenseAccounting Experience Related To Insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Financial ManagementBond PreparationContract ReviewDocument AccuracyPremium Audit Processing

Soft Skills

CommunicationCollaborationClient Relationship ManagementTeam Leadership

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookAgency Management System

Certifications & Qualifications

California Property & Casualty License

Industry Keywords

Surety BondsClient AdvisorsCarrier PartnershipsFinancial FilesAdministrative Support

About the role

Key responsibilities & impact

Maintain and update client financial and bond files
Receive and dispatch correspondence promptly
Review contracts and bond forms and extract relevant information
Prepare bid and final bonds, subdivision bonds, license and miscellaneous bonds, ensuring accuracy before transmittal
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 and other team members
Prepare routine and follow-up correspondence in paper and electronic formats
Maintain agency management system and files
Draft and/or send correspondence
Prepare overnight packages and receipts and assist with mail
Answer the telephone and respond to voice messages
Provide other administrative support as directed
Serve as a trusted advisor and primary point of contact for clients, client advisors, and surety company underwriters
Support client service, carrier partnerships, and growth and retention of the surety business

Requirements

What you’ll need

Proficiency in Microsoft Office 365 applications, including Word, Excel, PowerPoint, and Outlook
Applied EPIC experience
Prior experience in surety bonds required
Prior accounting experience as it relates to insurance and surety business preferred
Must hold California Property & Casualty license
High School Diploma or equivalent
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage