Hybrid Bond and Surety Account Manager

at Insurance Office of America

• Job title: Bond and Surety Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $75,000 - $85,000 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Longwood, United States

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