Bond/Surety Associate
About The Position
The Bond/Surety Associate supports and executes IOA Bond service activities, including client service and communication, bond administrative processes, and data management. The role ensures timely and accurate handling of bond transactions, including renewals, new bond setup, riders and endorsements, cancellations and reinstatements, invoicing, and related documentation. The Associate partners with internal teams and surety underwriters to deliver high-quality service while maintaining productivity, accuracy, and compliance standards. The position is based at the Charleston, South Carolina office and is hybrid, with an expected onsite schedule of 1–2 days. Individuals residing within 50 miles of a branch may be required to work onsite when business needs require it. Remote work requires a dedicated, distraction-free workspace and is not a substitute for childcare, elder care, or other personal responsibilities during working hours.
Requirements
- At least 2 years of professional experience in an office, insurance, or administrative environment.
- Exceptional customer service, administrative, communication, multitasking, and organizational skills.
- Active Property & Casualty license is highly preferred; ability to obtain one within 6 months of hire.
- Excellent verbal and written communication skills.
- Analytical and problem-solving capabilities.
- Ability to handle large volumes of work with a high degree of accuracy.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel.
- High school diploma or equivalent.
Nice To Haves
- Previous insurance experience.
- Active Property & Casualty license.
- Experience with agency management systems; EPIC is preferred.
Responsibilities
- Deliver high-quality client service through proactive communication, prompt responses to service requests, and anticipation of client needs.
- Process new bonds, renewals, riders and endorsements, cancellations, and reinstatements accurately and on time.
- Coordinate with surety underwriters to obtain required underwriting information, including financial statements and applications, and complete renewal requirements on time.
- Process invoicing, AOR/BOR requests, Lost Policy Releases (LPRs), and other bond-related transactions according to established procedures.
- Maintain accurate, complete, and current data in the agency management system (EPIC).
- Associate and manage documents, correspondence, and bond records in the system to maintain organization and audit readiness.
- Investigate and resolve service or billing issues in collaboration with Account Teams, underwriting partners, and internal departments.
- Monitor pending and suspense items and complete tasks within required timelines and service standards.
- Assist with invoicing, aged receivables tracking, and check request processing in coordination with Accounting.
- Support workflow improvements and collaborate with internal teams to enhance service, quality, and efficiency.
- Demonstrate integrity and leadership in championing IOA values.
Benefits
- Competitive salaries and bonus potential.
- Company-paid health insurance.
- Paid holidays, vacations, and sick time.
- 401(k) with employer match.
- Professional growth and career progression opportunities.
- Respectful culture and work/family life balance.
- Community service commitment.
- Supportive teammates and a rewarding work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
