Bond​/Surety Account Manager

Overview

Title:

Account Manager - Bonds/Surety

Work Mode: 3-4 days hybrid in office | Location/Supporting:
Longwood, FL or Birmingham, AL, or Binghamton, NY

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.

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.

• 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.
• Client Calls/Meetings:
  Initiate and conduct client calls/meetings, handle 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.

• 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)

Location/Support:
Longwood, FL or Birmingham, AL, or Binghamton, NY. Remote work policy allows remote work with a dedicated workspace; onsite presence may be required for business needs. This role is not a surrogate for childcare or other personal responsibilities during working hours.

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