Bond/Surety Account Manager

Insurance Office of America•Endwell, NY

2d•$70,000 - $80,000•Hybrid

About The Position

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. The role requires hybrid work, with 3-4 days spent at either the Syracuse or Binghamton office. Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Remote work requires a dedicated, distraction-free workspace and is not a substitute for personal responsibilities during working hours.

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)

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.
Monitor and maintain activity/suspense to ensure timely completion.
Initiate and conduct client calls/meetings, handle bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals.
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.
Demonstrate integrity and leadership.