Client Experience Coordinator (Surety Bonds)

About Acrisure

A global fintech leader, Acrisure empowers millions of businesses and individuals with solutions to grow.

Job Summary

Acrisure is seeking motivated individuals for an entry-level Client Experience Coordinator role, ideal for those interested in developing expertise in client service, relationship management, business operations, and the Surety Bond industry. This role offers hands-on experience and training to support bond execution, client service, and account maintenance. Success is measured by accuracy, timeliness, organization, service excellence, and demonstrated growth in surety knowledge.

Key Responsibilities

• Support the Surety team with administrative, processing, and documentation activities for bond execution and account maintenance.
• Assist with the preparation, processing, and execution of bid, final, and commercial bonds.
• Review contracts and bond forms to extract relevant information.
• Ensure bond requests and supporting documentation are complete, accurate, and timely.
• Request, collect, and follow up on underwriting and financial documentation.
• Assist with bond renewals, cancellations, close-outs, and premium audits.
• Coordinate routine requests with surety carriers.
• Communicate bond status updates and service information to clients, producers, and internal stakeholders.
• 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.
• Assist Account Managers and Account Executives with servicing activities.
• Support team initiatives, training activities, and special projects.
• Continue developing surety knowledge, systems proficiency, and client service skills.

Requirements & Tech Stack

• Microsoft Office applications proficiency.
• Ability to learn new systems quickly.

Qualifications

• Bachelor's degree preferred.
• 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.
• Demonstrated initiative, curiosity, and willingness to learn.
• Ability to work independently and collaborate effectively within a team.
• Ability to obtain and maintain required insurance license(s).
• Comfortable with an on-site presence for collaboration and team support.