Insurance Office of America · 10 hours ago
Bond/Surety Assistant
Newark, NY
Full-time
Onsite
Entry Level
$21/hr - $23/hr
1+ years expInsurance Office of America is seeking a Bond/Surety Assistant to support their Bond services activities. The role involves client service, administrative tasks related to Bond processing, and maintaining data and correspondence management.
Insurance
Responsibilities
Maintain technical competence and industry expertise
Always deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests
Ensure accurate and timely completion of all Bond-related administrative tasks, including new and renewal Bond processing, ordering and processing policy riders/endorsements, executing any Bond cancellations and reinstatements, and generating and submitting client invoicing
Assist with management of all incoming mail, faxes, and other correspondence. Order and ensure timely receipt of financials as directed. Execute accurate check requests to the Accounting department
Maintain agency management system, ensuring all data entered is complete, clearly presented, accurate, and up-to-date. Monitor and maintain pending action items (suspense), taking any necessary action to ensure completion within required time frames
Willingly assist in any general office support/administration when requested or assigned. Assist in preparation and distribution of client finance agreements. Correctly process Lost Policy Release (LPR) as directed
Monitor individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required. Work effectively with 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues
Continually seek to improve individual and team performance, including identifying, communicating, and adopting best practices. Comply with all company work rules, standards, and policies and procedures at all times
Grow and maintain technical competence and industry/market knowledge. Ensure professional skills are continuously improved by actively participating in internal/external development opportunities. Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees
Demonstrate integrity and leadership
Qualification
Required
1+ years of professional or administrative experience in an office environment
Required active licensing
Exceptional customer service, administrative, communication, multitasking, and organizational skills
Ability to perform large work volumes with high degrees of accuracy
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Benefits
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Leadership Team
Dennis Robinson
Sr. Vice President / Partner
Heath Ritenour
Chairman of the Board
Recent News
2026-01-22
FinTech Global
2025-10-07
Company data provided by crunchbase