Job Description:
Title: Bond/Surety Associate
Work Mode: Hybrid 1-2 days | Location: Charleston, SC office | Experience: Prefer P&C license and previous insurance experience.
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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Responsible for supporting and executing IOA Bond service activities, including client service and communication, bond administrative processes, and data management. This role ensures timely and accurate handling of bond transactions, including renewals, new bond setup, riders/endorsements, cancellations and reinstatements, invoicing, and related documentation. The Bond Associate partners with internal teams and surety underwriters to deliver high‑quality service while maintaining productivity, accuracy, and compliance standards.
Key Responsibilities:
- Client Service: Deliver high‑quality client service by proactively communicating, responding to service requests, and anticipating client needs.
- Bond Processing: Ensure accurate and timely processing of bond transactions, including new bonds, renewals, riders/endorsements, cancellations, and reinstatements.
- Underwriting Coordination: Partner with surety underwriters to obtain required underwriting information, including financials and applications, ensuring timely completion of renewal requirements.
- Transaction Execution: Process invoicing, AOR/BOR requests, Lost Policy Releases (LPRs), and other bond-related transactions in accordance with established procedures.
- Data & System Management: Maintain agency management systems (EPIC), ensuring all data is accurate, complete, and up to date.
- Documentation Management: Associate and manage documents, correspondence, and bond records within the system to ensure organization and audit readiness.
- Issue Resolution: Investigate and resolve service or billing issues by collaborating with Account Teams, underwriting partners, and internal departments.
- Performance & Workflow Management: Monitor pending and suspense items, ensuring tasks are completed within required timelines and service standards.
- Financial Support: Assist with invoicing, aged receivables tracking, and check request processing in coordination with Accounting.
- Process Improvement & Collaboration: Support continuous improvement of workflows and collaborate with internal teams to enhance service, quality, and efficiency.
- Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
- 2+ years of professional experience in an office, insurance, or administrative environment
- Exceptional customer service, administrative, communication, multitasking, and organizational skills
- Active Property & Casualty license highly preferred. Ability to obtain within 6 months of hire.
- 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)
What We Offer:
- 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
What to Expect (Application Process):
- 30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $21.50 to $23.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- At least 2 years of professional experience in an office, insurance, or administrative environment
- Exceptional customer service, administrative, communication, multitasking, and organizational skills
- Active Property and Casualty license
- Ability to obtain a Property and Casualty license within 6 months of hire
- Excellent verbal and written communication skills
- Analytical and problem-solving capabilities
- Ability to manage large work volumes with a high degree of accuracy
- Experience with agency management systems, preferably EPIC
- Proficiency in Microsoft Office, Outlook, Word, and Excel
- High school diploma or equivalent
What We Do
nsurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
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