Bond/Surety Account Manager
Insurance Office of America
full-time
Posted on:
Location Type: Hybrid
Location: Palm Bay • Alabama • Florida • United States
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Salary
💰 $75,000 - $85,000 per year
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, and ensuring no errors or omissions.
- 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 reports and take action on delinquent accounts, collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances.
- Assist with the 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, transparent communication with the account team regarding workload status and any issues.
- Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Stay updated on company policies and procedures.
- 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.
- Demonstrate integrity and leadership.
Requirements
- 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)
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
policy administrationbillingclaims managementcoverage analysisclient invoicingdata accuracynegotiationclient researchaccount retentionbusiness development
Soft skills
customer servicecommunicationmultitaskingorganizational skillsdecision-makingdelegationleadershipintegrityrelationship managementproblem-solving
Certifications
active licensing