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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