Surety Account Manager

Position Overview

IAT Insurance Group has an immediate opening for a Surety Account Manager in Orlando, Florida. The role provides day‑to‑day customer service and support to underwriters and serves as a liaison between the organization and agents. The schedule is hybrid, requiring presence in the office Monday through Wednesday, with the option to work Thursday and Friday remotely.

• Set up new principal accounts, including running OFAC checks, pulling credit, and entering new and renewal business into proprietary systems.
• Manage bond setup end‑to‑end, including data entry, rating assignment, and classification to ensure accuracy and compliance.
• Oversee the full bond lifecycle—renewals, endorsements, cancellations, and audits—ensuring alignment with contract terms and timely processing.
• Maintain organized, accurate bond and account records, proactively following up with agents to obtain missing or updated information.
• Coordinate with agents, underwriters, and clients to track bond status, resolve issues, and keep transactions moving efficiently.
• Serve as a subject‑matter resource for bond‑related inquiries, supporting underwriters with state‑specific requirements, ratings, and quotes.
• Review agent bond logs to identify gaps or inconsistencies and partner with agents to resolve discrepancies.
• Prepare and distribute monthly reports to Regional Managers and Underwriters.
• Investigate billing inquiries, address discrepancies, and collaborate with internal teams and agents to resolve issues.
• Respond to internal stakeholder requests (Legal, IT, Licensing, RMs, etc.) and support collections efforts by following up on past‑due bonds and aging balances.
• Perform other duties as needed.

• High School Graduate.
• 2+ years of experience providing customer support or customer service.
• Basic accounting experience.
• Basic mathematics and problem‑solving techniques.
• Strong keyboarding and PC skills.
• Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings.
• Authorized to work in the United States and not requiring VISA sponsorship, now or in the future.

• Surety experience.
• Knowledge of underwriting support processes and procedures.

To view details of our full benefits, please visit

• 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off.
• 7% 401(k) company match and additional profit sharing.
• Hybrid work environment.
• Numerous training and development opportunities to assist you in furthering your career.
• Healthcare and wellness programs.
• Opportunity to earn performance‑based bonuses.
• College loan assistance support plan.
• Educational assistance program.
• Mentorship program.
• Dress for Your Day policy.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug‑free workplace and participate in E‑Verify.