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
  • 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

Job title

Bond and Surety Account Manager

Job type

Experience level

Mid levelSenior

Salary

$75,000 - $85,000 per year

Degree requirement

High School Diploma

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job