Client Experience Coordinator (Surety Bonds)

About the Role

Acrisure is seeking motivated individuals for an entry-level Client Experience Coordinator position within its Surety team. This role is ideal for those interested in developing expertise in client service, relationship management, business operations, and the Surety Bond industry. No prior insurance experience is required, making it suitable for recent graduates, early-career professionals, or those seeking a career change. The position offers training, mentorship, and hands-on experience in supporting bond execution, client service, and account maintenance.

Key Responsibilities

• Support the Surety team with administrative, processing, and documentation activities for bond execution and account maintenance.
• Assist in preparing, processing, and executing bid, final, and commercial bonds, adhering to internal procedures and carrier requirements.
• Review contracts and bond forms to extract relevant information.
• Ensure bond requests and supporting documentation are complete, accurate, and submitted promptly.
• 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 enhance workflow efficiency.
• Assist Account Managers and Account Executives with servicing activities for assigned accounts.
• Support team initiatives, training activities, and special projects.
• Continuously develop surety knowledge, systems proficiency, and client service skills.

Requirements & Tech Stack

• Bachelor's degree preferred.
• No prior insurance experience 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.
• Ability to learn new systems quickly.
• Demonstrated initiative, curiosity, and willingness to learn.
• Ability to work independently and collaborate effectively within a team environment.
• Ability to obtain and maintain required insurance license(s).
• Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Locations

• Wellington, FL
• Miami Lakes, FL