Bond/Surety Account Manager

Insurance Office of America

Account Manager for Insurance Office of America focusing on bonds and surety. Managing client relationships and administrative activities to ensure account retention and business support.

Posted 6/19/2026full-timeBinghamton • New York • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

policy administrationbillingclaims managementcoverage analysisclient invoicingdata accuracynegotiationclient researchaccount retentionbusiness development

Soft Skills

decision-makingdelegationcustomer servicecommunicationmultitaskingorganizationalrelationship managementproblem-solvingteam performance improvementtransparency

Certifications

active licensing