Surety Account Manager Underwriting Support
Surety Account Manager Underwriting Support
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Job Description
IAT Insurance Group Surety Business Unit has an immediate opening for a Surety Account Manager (Underwriting Support) in our Plano Texas location. This role will provide overall day to day customer service and support to Underwriters Agents Principals and Obligee Acts as a liaison between the organization and clients working closely with both entities to ensure needs are being met. Please note IAT works on a hybrid schedule. This role will be required to work from the office Monday through Wednesday with the option of working remotely Thursday and Friday.
- Account creation for new principals including file creation onbasing ofac and Pcode management credit reports and referencing.
- Process premium and entry of bonds determining the ratings and class coding.
- Process renewals endorsements and cancellation in line with bond forms and contract terms.
- Maintain account principal and bond files; may request updates from Agents.
- Audit Agent bond logs and follow up with agents resolving any gaps or problems.
- Set up Status reports for bonds when applicable and follow up with agents or owners to ensure completion.
- Generate and distribute monthly reports to Regional Managers and or Underwriters.
- Research and respond to agents and internal billing team to resolve invoicing discrepancies.
- Answers and processes internal information requests from a variety of internal functions (Legal IT licensing RMs and other HO departments etc..
- Respond to client and company requests for action and information on any bondrelated matter. Review and analyze issues in collaboration with Producers and appropriate Support Department personnel. May be escalated to Ex. AM.
- Call or email agents about unpaid bonds Work with RM on over 90 reports and outstanding balances with agents.
- Assist/advise underwriters of Ratings per state and bond type and rules and provide quotes to Agents (might be a higherlevel admin function).
- Performs other duties as assigned.
- High School Diploma required
- Equivalent education and experience would be 3 years of experience in the insurance or finance industry
- Basic Accounting experience
- Knowledge of Underwriting support processes and procedures basic mathematics and problemsolving techniques
- Strong keyboarding skills
- Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings
- Strong PC skills required
- Must be detail and action oriented
- Ability to work in fastpaced and deadlinedriven production environment
- Strong critical thinking skills
- Strong organizational skills with ability to set and maintain priorities
- Ability to adapt to change
- To qualify all applicants must be authorized to work in the United States and must not require now or in the future VISA sponsorship for employment purposes
- Bachelors degree
- Surety Bonds Underwriting support experience
At IAT were committed to driving and building an open and supportive culture for all. Our employees propel IAT forward driving innovation stable partnerships and growth. Thats 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 performancebased 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 drugfree workplace and participate in EVerify.
To view details of our full benefits please visit Experience:
Manager
Employment Type
Full-Time
