Bond/Surety Associate

Insurance Office of America•Charleston, SC

2d•Hybrid

About The Position

The Bond/Surety Associate supports and executes IOA Bond service activities, including client service and communication, bond administration, and data management. The role ensures timely and accurate handling of bond transactions such as renewals, new bond setup, riders and endorsements, cancellations and reinstatements, invoicing, and related documentation. The Associate partners with internal teams and surety underwriters to provide high-quality service while maintaining productivity, accuracy, and compliance standards. The position is associated with the Charleston, South Carolina office and is described as hybrid, with 1–2 days in the work mode listing. Under company policy, employees who live within 50 miles of a branch may be required to work onsite in a hybrid capacity when needed for business purposes. Remote work, where applicable, requires a dedicated, distraction-free workspace and is not a substitute for childcare, elder care, or other personal responsibilities during working hours. The expected pay range is $21.50 to $23.00 per hour, depending on experience, relevant skills, and geographic location.

Requirements

At least 2 years of professional experience in an office, insurance, or administrative environment.
High school diploma or equivalent.
Exceptional customer service, administrative, communication, multitasking, and organizational skills.
Excellent verbal and written communication skills, as well as analytical and problem-solving capabilities.
Ability to handle large work volumes with a high degree of accuracy.
Proficiency in Microsoft Office, including Outlook, Word, and Excel.
Ability to obtain an active Property & Casualty license within 6 months of hire.

Nice To Haves

Active Property & Casualty license is highly preferred.
Previous insurance experience is preferred.
Experience with agency management systems; EPIC is preferred.

Responsibilities

Deliver high-quality client service through proactive communication, responding to service requests, and anticipating 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).
Organize and manage documents, correspondence, and bond records in the system to support 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 ensure tasks are completed 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 support of IOA values.