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.

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).

Qualifications

• What We Offer
• 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.
• Rewarding work environment.

Skills

• Technical competence and industry expertise.
• Customer service, communication, multitasking, and organizational skills.
• MS Office proficiency (Outlook, Word, Excel).

Benefits

• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Employee stock plan participation.

Pay

The expected pay range for this position is $70,000 to $80,000 per year, depending on experience, relevant skills, and geographic location.

Schedule

Work Mode: Hybrid 3-4 days at either Syracuse or Binghamton office. | Supporting: Binghamton, NY office