Apply on Employer Site

Insurance Office of America · 21 hours ago

Bond/Surety Account Manager

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $85K/yr

4+ years exp

Insurance Office of America is seeking a Bond/Surety Account Manager to manage an assigned book of business, ensuring account retention and supporting new business. The role involves coordinating customer service activities, resolving complex issues, and maintaining relationships with clients and underwriters.

Insurance

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

Initiating and conducting client calls/meetings, handling 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

Qualification

Bond/Surety ExperienceActive LicensingCustomer ServiceMS Office ProficiencyDelegation SkillsMultitasking SkillsDecision-Making SkillsCommunication SkillsOrganizational Skills