What are the responsibilities and job description for the Account Manager (underwriting support focus) position at IAT Insurance Group, Inc.?
IAT Insurance Group Surety Business Unit has an immediate opening for an Account Manager to provide day to day customer service and support to Underwriters, Agents, Principals and Obligee. The role acts as a liaison between the organization and clients, working closely with both entities to meet needs.
The ideal candidate will have at least two years of customer service experience, which includes written and verbal communication, being detail-oriented, and maintaining Excel documents and applications across multiple monitors. Surety Bonds Underwriting support or Mortgage or Finance industry experience preferred.
This position works a hybrid schedule from IAT’s Office in Heathrow, FL or Alpharetta, GA. The hybrid schedule reflects our values (thinking and acting like an owner, collaboration, and teamwork) as it requires working from the office with colleagues and other disciplines Monday through Wednesday, with the option of working remotely on Thursday and Friday.
Responsibilities:
The ideal candidate will have at least two years of customer service experience, which includes written and verbal communication, being detail-oriented, and maintaining Excel documents and applications across multiple monitors. Surety Bonds Underwriting support or Mortgage or Finance industry experience preferred.
This position works a hybrid schedule from IAT’s Office in Heathrow, FL or Alpharetta, GA. The hybrid schedule reflects our values (thinking and acting like an owner, collaboration, and teamwork) as it requires working from the office with colleagues and other disciplines Monday through Wednesday, with the option of working remotely on Thursday and Friday.
Responsibilities:
- 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, RM's and other HO departments etc.).
- Respond to client and company requests for action and information on any bond-related 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 higher-level admin function).
- Performs other duties as assigned.
Qualifications:
Must Have:
Must Have:
- 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 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 fast-paced and deadline-driven 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
Preferred to Have:
- Bachelors’ degree
- Surety Bonds Underwriting support experience
Our Culture
IAT is the largest private, family- owned property and casualty insurer in the U.S. Insurance Answers Together is how we define IAT, in letter and in spirit. We work together to provide solutions for people and businesses. We collaborate internally and with our partners to provide the best possible insurance and surety options for our customers. It’s about far more than being a workplace.
At IAT, our fundamental belief is to a create a culture where all employees are heard and have a sense of belonging. Inclusion and Diversity are not just initiatives, it’s how we live. We’re committed to driving and building an open and supportive culture. By embracing the uniqueness of our employees, investing in their development, listening to, and engaging their ideas, we are stronger as an organization. .Our employees propel IAT forward – driving innovation, stable partnerships and growth. That’s 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
- 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
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 drug-free workplace and participate in E-Verify.
IAT Recruiter:
Steve Morley | Senior Recruiter
steve.morley@iatinsurance.com
www.linkedin.com/in/stevemorley916
