Bond/Surety Assistant

Job Description:

Title: Bond/Surety Assistant 

Hybrid 3-4 days at our Longwood, FL office.

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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations 
 

About the Role: Responsible for implementation of and/or assisting with IOA Bond services activities, including: Client service and communication; maintaining individual productivity, quality, and service levels; client Bond administrative processes, including renewals, new Bond set-up, riders/endorsements, cancellations/reinstatements, invoicing, LPRs, and Bond review; data management/entry; managing incoming correspondence; internal service and communication; professional development; identification of sales opportunities; and general office administrative support. 

 
Key Responsibilities: 

• Technical Competence: Maintain technical competence and industry expertise. 

• Client Service: Always deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests. 

• Administrative Tasks: 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. 

• Correspondence and Financial Management: 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. 

• System and Data Maintenance: 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. 

• Office and Client Support: 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. 

• Performance and Collaboration: 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. 

• Continuous Improvement and Compliance: 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. 

• Professional Development and Relationship