Senior Customer Relationship Manager developing strategic account management for corporate clients. Focusing on client retention and delivering exceptional service with a hybrid work structure.
About the role
- Assist customers in identifying and providing their bond needs at Acrisure, a global fintech leader. Work closely with clients, advisors, and surety company representatives in an in-office setting.
Responsibilities
- Assist customers in identifying and providing for their bond needs
- Work directly with the client, client advisors and Surety Company representatives
- Maintain and update client financial and bond files
- Receive and dispatch correspondence promptly
- Review contracts and bond forms and extract relevant information
- Ensure the accuracy of bid and final bond requests
- Prepare bid and final bonds
- Keep clients frequently updated on request status
- Process final close-outs for premium audits
- Process Billing Accounts Receivable follow up
- Act as liaison with surety companies and maintain surety relationships
- Act as liaison with clients and client staff
- Assist Client Advisors & other team members
- Prepare routine/follow-up correspondence – paper and electronic
- File, draft, and/or send correspondence
- Prepare overnight packages and receipts
- Assist in mailings
- Provide other administrative support, as directed
Requirements
- Attention to detail, strong proofreading skills and commitment to a high level of accuracy
- Ability to work independently with a high degree of interaction with team members
- Demonstrated effective written and verbal communication
- Excellent time management and prioritization skills
- Ability to multitask and use discretion with sensitive information
- Maintain a professional demeanor and positive attitude
- Ability to read and interpret documents such as insurance policies and contractual insurance requirements
- Ability to author routine reports and correspondence
- Fluent ability with Microsoft Outlook, Word and Excel
- Ability to anticipate and solve practical problems or resolve issues
- Excellent skills in reliability, initiative, and stress tolerance
- Ability to use good judgment and foresight
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off
- Holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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