Bond/Surety Account Manager Associate

Title: Account Manager Associate - Bonds/Surety

Work Mode: Hybrid 3 days in office. | Location/Supporting: Syracuse, NY OR Rochester, NY OR Binghamton, NY office | Experience: Bond/Surety
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 

About the Role: The Account Manager Associate – Bonds supports the management of an assigned surety book of business under the direction of the Account Executive. This role delivers exceptional client service, supports daily bond administration activities, oversees workflow for assigned Account Assistant(s), and ensures timely, accurate processing of bond transactions. The position works closely with Producers, clients, and surety partners to facilitate renewals, new business submissions, endorsements, invoicing, and overall account servicing. 

 
Key Responsibilities: 

• Bond Administration: Process new bonds, renewals, endorsements, cancellations, and related transactions. 

• Client Service: Deliver proactive service, anticipate needs, and respond quickly to client requests. 

• Book Support: Support the assigned book of business to ensure accuracy, retention, and service quality. 

• Renewal Process: Track expirations, prepare submissions, secure required documents, and assist in processing renewals. 

• New Business Support: Support Account Executive and Producer in the development of new account submissions. 

• Workflow Coordination: Assign tasks, monitor progress, and support Account Assistant(s) in daily activities. 

• Sales Opportunity Support: Identify account rounding or cross‑sell opportunities and share with Producer. 

• Accounts Receivable: Review reports and take action on delinquent accounts and outstanding balances. 

• Invoicing: Prepare and distribute invoices for new business, renewals, and premium‑bearing items. 

• System Maintenance: Maintain agency management systems and carrier/surety platforms, ensuring data accuracy and completeness. 

• Activity Monitoring: Monitor activity/suspense items to ensure timely follow‑through. 

• Surety Relationships: Develop and maintain positive relationships with surety underwriters. 

• Internal Communication: Maintain clear communication with Producers and the account team. 

• Client Interaction: Participate in client calls/meetings and support bond requests or changes. 

• Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

• 2+ years of industry experience 

• Required active licensing 

• Strong decision-making and delegation skills 

• Exceptional customer service, 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) 

 
What We Offer: 

• Competitive salaries and bonus potential 

• Company-paid health insurance 

• Paid holidays, vacations, and sick time 

• 401K with employer match 

• Professional growth and career progression opportunities 

• Respectful culture and work/family life balance 

• Community service commitment 

• Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

• 30-Minute Phone Screen, Online Assessments, and Interview(s)