Bond/Surety Account Manager

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.

Responsibilities

• 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.
• 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.
• Champion IOA Values: demonstrate integrity and leadership.

Qualifications

• 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).

Skills

Technical competence and industry expertise. Team Leadership. Customer Service. Policy Management. Renewal Process. Policy Management. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. Renewal Process. 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