Account Manager (underwriting support focus)

Iat Insurance Group - Heathrow, FL

Full-time - Entry Level

Heathrow, FL

About the position

The Account Manager position at IAT Insurance Group focuses on providing underwriting support and customer service to Underwriters, Agents, Principals, and Obligees. This role serves as a liaison between the organization and its clients, ensuring that their needs are met effectively. The position requires a detail-oriented individual with strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Account creation for new principals, including file creation, onboarding, OFAC, and Pcode management, credit reports and referencing.
• Process premium and entry of bonds, determining the ratings and class coding.
• Process renewals, endorsements, and cancellations 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 to resolve 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.
• Answer and process internal information requests from various internal functions (Legal, IT, licensing, RM's, and other HO departments).
• Respond to client and company requests for action and information on any bond-related matter, reviewing and analyzing issues in collaboration with Producers and appropriate Support Department personnel.
• Call or email agents about unpaid bonds, working with RM on over 90 reports and outstanding balances with agents.
• Assist/advise underwriters of Ratings per state and bond type and rules, providing quotes to Agents.
• Perform other duties as assigned.

Requirements

• High School Diploma and at least two years of customer support/service experience.
• Equivalent education and experience would be five or more years of experience in the insurance industry.
• Basic Accounting experience/knowledge of basic account principles and functions like accounts receivables.
• Knowledge of Underwriting support processes and procedures, basic mathematics, and problem-solving techniques.
• Strong keyboarding skills.
• Effective written and verbal communication skills for interaction with all levels of associates and/or external sources in various settings.
• Strong PC skills required.
• Detail and action-oriented.
• Ability to work in a fast-paced and deadline-driven production environment.
• Strong critical thinking skills.
• Strong organizational skills with the ability to set and maintain priorities.
• Ability to adapt to change.

Nice-to-haves

• Bachelors' degree
• Surety Bonds Underwriting support experience

Benefits

• 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
• Healthcare and Wellness Programs
• Opportunity to earn performance-based bonuses
• 7% 401(k) Company Match and additional Discretionary Retirement Contribution
• College Loan Assistance Support Plan
• Educational Assistance Program
• Mentorship Program
• Dress for Your Day Policy