Account specialist h1.location_city

Description

Job Overview:

As a Bond/Surety Account Specialist, you will manage an assigned book of business, focusing on account retention and the pursuit of new business opportunities. This role will involve coordinating daily administrative activities and providing exceptional customer service while resolving complex issues efficiently.

Work Mode: We highly prefer the candidate to work in a hybrid capacity (2-3 days in-office) at one of our locations, including Longwood, FL, Birmingham, AL, Jupiter, FL, Las Vegas, NV, Atlanta, GA, Charleston, SC, Syracuse, NY, or Binghamton, NY. Fully remote options are also available.

Key Responsibilities:

• Technical Expertise: Maintain industry knowledge and technical competence.
• Team Leadership: Supervise daily operations of the account management team.
• Customer Service: Address customer inquiries, manage policy administration, billing, claims, and coverage assessments.
• Policy Management: Ensure timely management of policy expirations and renewals.
• Renewal Process: Conduct thorough client research, prepare submissions, negotiate coverages, and present proposals effectively.
• Accounts Receivable: Monitor delinquent accounts and take necessary actions for collections.
• System Maintenance: Ensure accuracy and completeness in agency management systems and carrier/vendor platforms.
• Activity Monitoring: Keep track of activity/suspense to guarantee timely task completion.
• Initiate client calls/meetings, handle bid bond requests, changes to bonds, cancellations, riders, and manage new business transactions.
• Client Invoicing: Create and share invoices for new business and renewals, ensuring collection of balances.
• Claims Assistance: Facilitate client claims processes as necessary.
• Surety Relationships: Cultivate positive relationships with underwriters.
• Continuous Improvement: Strive for best practices to enhance performance of individuals and teams.
• Communication: Maintain clear communication with the account team regarding workload and any concerns.
• Service Excellence: Deliver outstanding service and proactively meet client needs.
• Policy Compliance: Stay informed of company policies and procedures.
• Client Relationship Management: Manage existing client relationships by conducting meetings and handling bond requests.
• Champion IOA Values: Exhibit integrity and leadership in all endeavors.

Ideal Candidate Qualifications:

• 4-5+ years of relevant industry experience.
• Active licensing is required.
• Strong decision-making and delegation capabilities.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Ability to manage substantial workloads with precision.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent) is required.

What We Offer:

• Competitive salary and bonus opportunities.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Participation in an employee stock plan.
• Opportunities for professional growth and career advancement.
• A culture that respects work/family balance.
• Commitment to community service.
• A supportive team environment with a rewarding atmosphere.

Application Process:

• Expect a 30-minute phone screen, followed by online assessments and interviews.

Salary Range: The expected pay range for this position is $75,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer dedicated to creating an inclusive and diverse workplace for all employees.