Surety Account Manager

IAT Insurance Group•Orlando, FL

6d•Hybrid

About The Position

IAT Insurance Group has an immediate opening for a Surety Account Manager from our Orlando, Florida location. This role will provide overall day-to-day customer service and support to underwriters and will act as a liaison between the organization and agents, working closely with both entities to ensure client needs are being met. This role works a hybrid schedule that requires working from the office Monday through Wednesday, with the option of working Thursday and Friday remotely.

Requirements

High School Graduate
2+ years of experience providing customer support or customer service
Basic Accounting experience
Basic mathematics and problem-solving techniques
Strong keyboarding and PC skills
Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings
To qualify, applicants must be authorized to work in the United States and must not require VISA sponsorship, now or in the future, for employment purposes.

Nice To Haves

Surety experience
Knowledge of Underwriting support processes and procedures

Responsibilities

Set up new principal accounts, including running OFAC checks, pulling credit, and entering new and renewal business into proprietary systems.
Manage bond setup end-to-end, including data entry, rating assignment, and classification to ensure accuracy and compliance.
Oversee the full bond lifecycle—renewals, endorsements, cancellations, and audits—ensuring alignment with contract terms and timely processing.
Maintain organized, accurate bond and account records, proactively following up with agents to obtain missing or updated information.
Coordinate with agents, underwriters, and clients to track bond status, resolve issues, and keep transactions moving efficiently.
Serve as a subject matter resource for bond-related inquiries, supporting underwriters with state-specific requirements, ratings, and quotes.
Review agent bond logs to identify gaps or inconsistencies and partner with agents to resolve discrepancies.
Prepare and distribute monthly reports to Regional Managers and Underwriters.
Investigate billing inquiries, address discrepancies, and collaborate with internal teams and agents to resolve issues.
Respond to internal stakeholder requests (Legal, IT, Licensing, RMs, etc.) and support collections efforts by following up on past due bonds and aging balances.
Perform other duties as needed

Benefits

26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
7% 401(k) Company Match and additional Profit Sharing
Hybrid work environment
Numerous training and development opportunities to assist you in furthering your career
Healthcare and Wellness Programs
Opportunity to earn performance-based bonuses
College Loan Assistance Support Plan
Educational Assistance Program
Mentorship Program
Dress for Your Day Policy