Bond/Surety Account Manager

• 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.