Insurance Office of America
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Bond/Surety Account Manager
role at
Insurance Office of America .
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 accounts receivable 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, handling bid bond requests, changes to bonds, cancellations, riders, and closing 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, and Interview(s).
Salary Range The expected pay range for this position is $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 .
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 accounts receivable 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, handling bid bond requests, changes to bonds, cancellations, riders, and closing 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, and Interview(s).
Salary Range The expected pay range for this position is $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