Insurance Office of America
Bond/Surety Account Manager
Insurance Office of America, Charleston, South Carolina, United States, 29408
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Bond/Surety Account Manager
role at
Insurance Office of America
Work Mode: 3-4 days hybrid in office | Locations: Longwood, FL; Birmingham, AL; Jupiter, FL; Las Vegas, NV; Atlanta, GA; Charleston, SC; Syracuse, NY; or Binghamton, NY office | Experience: Bond/Surety Experience
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.
About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Key Responsibilities
Maintain technical competence and industry expertise.
Direct daily activities of the account management team.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
Conduct client research, prepare submissions, negotiate coverages, and present proposals.
Monitor reports and take action on delinquent accounts, collecting outstanding balances.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Monitor and maintain activity/suspense to ensure timely completion.
Initiate and conduct client calls/meetings, handle bid bond requests, changes to bonds, cancellations, riders, and close new business and renewals.
Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances.
Assist with the facilitation of client claims processes as needed.
Develop and maintain positive relationships with underwriters.
Seek and adopt best practices to improve individual and team performance.
Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Stay updated on company policies and procedures.
Demonstrate integrity and leadership.
Ideal Candidate Qualifications
4-5+ years of industry experience
Required active licensing
Strong decision-making and delegation skills
Exceptional customer service, communication, multitasking, and organizational skills
Ability to perform large work volumes with high degrees of accuracy
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
What We Offer
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What To Expect (Application Process)
30‑Minute Phone Screen
Online Assessments
Interview(s)
Salary Range: $75,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Bond/Surety Account Manager
role at
Insurance Office of America
Work Mode: 3-4 days hybrid in office | Locations: Longwood, FL; Birmingham, AL; Jupiter, FL; Las Vegas, NV; Atlanta, GA; Charleston, SC; Syracuse, NY; or Binghamton, NY office | Experience: Bond/Surety Experience
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.
About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Key Responsibilities
Maintain technical competence and industry expertise.
Direct daily activities of the account management team.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
Conduct client research, prepare submissions, negotiate coverages, and present proposals.
Monitor reports and take action on delinquent accounts, collecting outstanding balances.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Monitor and maintain activity/suspense to ensure timely completion.
Initiate and conduct client calls/meetings, handle bid bond requests, changes to bonds, cancellations, riders, and close new business and renewals.
Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances.
Assist with the facilitation of client claims processes as needed.
Develop and maintain positive relationships with underwriters.
Seek and adopt best practices to improve individual and team performance.
Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Stay updated on company policies and procedures.
Demonstrate integrity and leadership.
Ideal Candidate Qualifications
4-5+ years of industry experience
Required active licensing
Strong decision-making and delegation skills
Exceptional customer service, communication, multitasking, and organizational skills
Ability to perform large work volumes with high degrees of accuracy
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
What We Offer
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What To Expect (Application Process)
30‑Minute Phone Screen
Online Assessments
Interview(s)
Salary Range: $75,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr