Surety Account Manager
Job Description
IAT Insurance Group has an immediate opening for 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.
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
Qualifications:
Must-Have:
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.
Preferred to Have:
Surety experience
Knowledge of Underwriting support processes and procedures
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify.
To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits
IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S. Insurance Answers Together® is how we define IAT, in letter and in spirit. We work together to provide solutions for people and businesses. We collaborate internally and with our partners to provide the best possible insurance and surety options for our customers.
At IAT, we’re committed to driving and building an open and supportive culture for all. Our employees propel IAT forward – driving innovation, stable partnerships and growth. That’s why we continue to build an engaging workplace culture to attract and retain the best talent.
We offer comprehensive benefits like:
- 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
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify.