Bond/Surety Account Manager Associate

Insurance Office of America•Syracuse, NY

2d•Hybrid

About The Position

The Account Manager Associate – Bonds supports the management of an assigned surety book of business under the direction of the Account Executive. This role delivers exceptional client service, supports daily bond administration activities, oversees workflow for assigned Account Assistant(s), and ensures timely, accurate processing of bond transactions. The position works closely with Producers, clients, and surety partners to facilitate renewals, new business submissions, endorsements, invoicing, and overall account servicing .

Requirements

2 + years of industry experience
Required active licensing
Strong decision-making a nd 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)

Responsibilities

Bond Administration: Process new bonds, renewals, endorsements, cancellations, and related transactions.
Client Service: Deliver proactive service, anticipate needs, and respond quickly to client requests.
Book Support: Support the assigned book of business to ensure accuracy, retention, and service quality.
Renewal Process: Track expirations, prepare submissions, secure required documents, and assist in binding coverage.
New Business Support: Prepare applications, evaluate pricing, and assist in binding new accounts.
Workflow Coordination: Assign tasks, monitor progress, and support Account Assistant(s) in daily activities.
Sales Opportunity Support: Identify account rounding or cross‑sell opportunities and share with Producer.
Accounts Receivable: Review reports and take action on delinquent accounts and outstanding balances.
Invoicing: Prepare and distribute invoices for new business, renewals, and premium‑bearing items.
System Maintenance: Maintain agency management systems and carrier/surety platforms, ensuring data accuracy and completeness.
Activity Monitoring: Monitor activity/suspense items to ensure timely follow‑through.
Surety Relationships: Develop and maintain positive relationships with surety underwriters.
Internal Communication: Maintain clear communication with Producers and the account team.
Client Interaction: Participate in client calls/meetings and support bond requests or changes.
Champion IOA Values: Demonstrate integrity and leadership.