Bond/Surety Associate

Insurance Office of America

. Support and execute IOA Bond service activities, including client service and communication, bond administrative processes, and data management .

Posted 11/6/2026full-timeCharleston • South Carolina • United StatesJuniorMid-Level💰 $22 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in bond service activities, client communication, and data management while maintaining high standards of accuracy and efficiency. Proficient in managing bond transactions and collaborating with internal teams to enhance service quality.

Highest-signal resume keywords

Client ServiceBond Transaction ProcessingAgency Management SystemsProperty & Casualty LicenseMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Bond Administrative ProcessesData ManagementInvoicingAOR/BOR RequestsProblem-SolvingAnalytical SkillsMultitaskingOrganizational SkillsHigh Accuracy WorkRenewal Requirements

Soft Skills

Exceptional Customer ServiceCommunication SkillsLeadershipIntegrity

Tools & Technologies

EPICMS Office

Certifications & Qualifications

Active Property & Casualty License

Industry Keywords

InsuranceAdministrative EnvironmentSurety UnderwritersBond RecordsAudit Readiness

About the role

Key responsibilities & impact

Support and execute IOA Bond service activities, including client service and communication, bond administrative processes, and data management
Deliver high-quality client service by proactively communicating, responding to service requests, and anticipating client needs
Process bond transactions, including new bonds, renewals, riders/endorsements, cancellations, and reinstatements
Partner with surety underwriters to obtain underwriting information, including financials and applications, and complete renewal requirements
Process invoicing, AOR/BOR requests, Lost Policy Releases, and other bond-related transactions
Maintain accurate and up-to-date agency management system data in EPIC
Manage documents, correspondence, and bond records for organization and audit readiness
Investigate and resolve service or billing issues with account teams, underwriting partners, and internal departments
Monitor pending and suspense items and complete tasks within required timelines and service standards
Assist with invoicing, aged receivables tracking, and check request processing with Accounting
Support workflow improvements and collaborate with internal teams to enhance service, quality, and efficiency
Demonstrate integrity and leadership in championing IOA values

Requirements

What you’ll need

2+ years of professional experience in an office, insurance, or administrative environment
Active Property & Casualty license highly preferred; ability to obtain within 6 months of hire
Exceptional customer service, administrative, communication, multitasking, and organizational skills
Excellent verbal and written communication skills, and analytical and problem-solving capabilities
Ability to perform large work volumes with high degrees of accuracy
Experience with agency management systems; EPIC preferred
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Benefits

Comp & perks

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