Insurance Office of America
Bond/Surety Account Manager
Insurance Office of America, Newport News, Virginia, United States, 23600
Title
Account Manager - Bonds/Surety
Work Mode
Highly prefer the candidate be 2-3 days hybrid at one of our IOA office locations, also open to fully remote.
Location
Longwood, FL, Birmingham, AL, Jupiter, FL, Las Vegas, NV, Atlanta, GA, Charleston, SC, Syracuse, NY, or Binghamton, NY office.
Experience
Bond/Surety Experience.
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
Technical Competence:
Maintain technical competence and industry expertise. Team Leadership:
Direct daily activities of the account management team. Customer Service:
Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management:
Manage policy expirations and renewals. Renewal Process:
Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable:
Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance:
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring:
Monitor and maintain activity/suspense to ensure timely completion. Initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals. Client Invoicing:
Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances. Claims Facilitation:
Assist with the facilitation of client claims processes as needed. Surety Relationships:
Develop and maintain positive relationships with underwriters. Continuous Improvement:
Seek and adopt best practices to improve individual and team performance. Communication:
Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence:
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance:
Stay updated on company policies and procedures.
Client Relationship Management
Manage assigned client relationships, including initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals.
Champion IOA Values
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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Account Manager - Bonds/Surety
Work Mode
Highly prefer the candidate be 2-3 days hybrid at one of our IOA office locations, also open to fully remote.
Location
Longwood, FL, Birmingham, AL, Jupiter, FL, Las Vegas, NV, Atlanta, GA, Charleston, SC, Syracuse, NY, or Binghamton, NY office.
Experience
Bond/Surety Experience.
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
Technical Competence:
Maintain technical competence and industry expertise. Team Leadership:
Direct daily activities of the account management team. Customer Service:
Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management:
Manage policy expirations and renewals. Renewal Process:
Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable:
Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance:
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring:
Monitor and maintain activity/suspense to ensure timely completion. Initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals. Client Invoicing:
Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances. Claims Facilitation:
Assist with the facilitation of client claims processes as needed. Surety Relationships:
Develop and maintain positive relationships with underwriters. Continuous Improvement:
Seek and adopt best practices to improve individual and team performance. Communication:
Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence:
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance:
Stay updated on company policies and procedures.
Client Relationship Management
Manage assigned client relationships, including initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals.
Champion IOA Values
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