Bond​/Surety Account Manager

Job Description

Title:

Account Manager - Bonds/Surety
Work Mode: 3-4 days hybrid in office | Location/Supporting:
Longwood, FL or Birmingham, AL, 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. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.

Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

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.

• 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 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.
• 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.
• Demonstrate integrity and leadership.

• 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)

• 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

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.