Sales position at Fifth Third Bank focused on acquiring, growing, and retaining bank customers while providing excellent customer experience. Engage partners for client financial needs and promote retail consultative sales process.
About the role
- Manage bond/surety client book at Insurance Office of America; oversee policy renewals, billing, claims facilitation, and underwriter relationships to retain and grow accounts.
Responsibilities
- 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
- 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 accounts receivable and take action on delinquent accounts to collect outstanding balances
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
- Monitor activity/suspense to ensure timely completion of tasks
- 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 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 communication with account team
- Deliver excellent service, proactively anticipate needs, and champion IOA values
Requirements
- 4 -5+ years of industry experience
- Bond/Surety 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)
- Ability to work hybrid schedule (3-4 days in office; may be required onsite within a 50-mile radius)
Benefits
- 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
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