Bond/Surety Account Manager

Job Description:Title: Account Manager - Bonds/SuretyWork Mode: Hybrid 3-4 days at either Syracuse or Binghamton office. | Supporting: Binghamton, NY office | Experience: Bond/Surety ExperiencePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locationsAbout 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.Key Responsibilities:Technical Competence: Maintain technical competence and industry expertise.Team Leadership: Direct daily activities of the account management team.Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.Policy Management: Manage policy expirations and renewals.Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals.Client Invoicing: Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances.Claims Facilitation: Assist with the facilitation of client claims processes as needed.Surety Relationships: Develop and maintain positive relationships with underwriters.Continuous Improvement: Seek and adopt best practices to improve individual and team performance.Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.Policy Compliance: Stay updated on company policies and procedures.Client Relationship Management: 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.Champion IOA Values: Demonstrate integrity and leadership.Ideal Candidate Qualifications:4-5+ years of industry experienceRequired active licensingStrong decision-making and delegation skillsExceptional customer service, communication, multitasking, and organizational skillsAbility to perform large work volumes with high degrees of accuracyProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)What We Offer:Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentWhat to Expect (Application Process):30-Minute Phone Screen, Online Assessments, and Interview(s)Salary RangeThe expected pay range for this position is $70,000 to $80,000 per year, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr