Bond/Surety Associate

Insurance Office of America•Winter Park, FL

3d•$23 - $25•Hybrid

About The Position

Responsible for supporting and executing IOA Bond service activities, including client service and communication, bond administrative processes, and data management. This role ensures timely and accurate handling of bond transactions, including renewals, new bond setup, riders/endorsements, cancellations and reinstatements, invoicing, and related documentation. The Bond Associate partners with internal teams and surety underwriters to deliver high‑quality service while maintaining productivity, accuracy, and compliance standards.

Requirements

2+ years of professional experience in an office, insurance, or administrative environment
Exceptional customer service, administrative, communication, multitasking, and organizational skills
Excellent verbal and written communication skills, and analytical and problem-solving capabilities
Ability to perform large work volumes with high degrees of accuracy
Experience with agency management systems (EPIC preferred)
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Nice To Haves

P&C license
Previous insurance experience

Responsibilities

Deliver high‑quality client service by proactively communicating, responding to service requests, and anticipating client needs.
Ensure accurate and timely processing of bond transactions, including new bonds, renewals, riders/endorsements, cancellations, and reinstatements.
Partner with surety underwriters to obtain required underwriting information, including financials and applications, ensuring timely completion of renewal requirements.
Process invoicing, AOR/BOR requests, Lost Policy Releases (LPRs), and other bond-related transactions in accordance with established procedures.
Maintain agency management systems (EPIC), ensuring all data is accurate, complete, and up to date.
Associate and manage documents, correspondence, and bond records within the system to ensure organization and audit readiness.
Investigate and resolve service or billing issues by collaborating with Account Teams, underwriting partners, and internal departments.
Monitor pending and suspense items, ensuring tasks are completed within required timelines and service standards.
Assist with invoicing, aged receivables tracking, and check request processing in coordination with Accounting.
Support continuous improvement of workflows and collaborate with internal teams to enhance service, quality, and efficiency.
Demonstrate integrity and leadership.