JobsAccount ManagerPhoenixSenior Surety Account Manager
IAT Insurance Group
Posted yesterday
Senior Surety Account Manager
IAT Insurance Group · Scottsdale, Arizona, United States
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In short
The Senior Account Manager provides day-to-day customer service and support to underwriters, agents, and principals while acting as a liaison between the organization and clients. Responsibilities include processing new business, renewals, endorsements, and cancellations, as well as maintaining bond files and preparing monthly reports.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates must have a high school diploma or equivalent and at least 5 years of experience in customer service, with specific experience in the surety industry. Proficiency in basic accounting, underwriting support processes, and effective communication skills are required, while a bachelor's degree is preferred.
About the employer
IAT Insurance Group
Delivering Insurance Answers Together®
IAT Insurance Group (IAT) is a privately held global insurance company, headquartered in Raleigh, North Carolina. We specialize in providing a wide range of property and casualty insurance products to meet the needs of individuals and businesses. Our commitment to Insurance Answers Together® (IAT) drives our collaboration with agents and brokers to offer specialty insurance solutions. With seven operating divisions, we maintain consistent quality standards, a focus on service, and a spirit of innovation. As a privately owned organization, we have the agility to navigate an ever-changing marketplace while making a meaningful impact in the industry. Our 900+ employees work strategically across 30+ office locations throughout the United States. At IAT, we prioritize customer needs and foster strong relationships with our exceptional agent and broker network. Our dynamic workplace offers competitive total compensation packages, including medical, dental, and vision insurance, generous time off policies, company-provided life and disability insurance, a lucrative 401k company match, and incentive plans.
- INDUSTRY
- Insurance
- COMPANY
- Privately Held
- HEADQUARTERS
- Raleigh, NC
- SIZE
- 501-1,000
- OFFICES
- 1 on LinkedIn
KNOWN FOR
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Questions about this role
- Is this IAT Insurance Group role remote?
- Tagged hybrid · 3 days in office.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 5-10 years.
The posting, in full
IAT Insurance Group Surety Business Unit has an immediate opening for a Senior Account Manager in our Scottsdale, Arizona location. This role will provide overall day-to-day customer service and support to Underwriters, Agents, Principals. Acts as a liaison between the organization and clients, working closely with both entities to ensure needs are met.
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IAT Insurance Group Surety Business Unit has an immediate opening for a Senior Account Manager in our Scottsdale, Arizona location. This role will provide overall day-to-day customer service and support to Underwriters, Agents, Principals. Acts as a liaison between the organization and clients, working closely with both entities to ensure needs are met.
This role works a hybrid schedule that requires working from the office Monday through Wednesday, with the option of working Thursday and Friday remotely.
Responsibilities
- Enters new and renewal business into proprietary rating systems.
- Prepare account service-related documents and other client communications and correspondence.
- Processes renewals, reviewing for accuracy and making requested renewal changes.
- Processes endorsements and audit transactions through communication with agents and underwriters.
- Processes non-renewals and cancellations.
- Reviews all company correspondence to ensure applicability to client needs.
- Maintains bond/account files in accordance with established procedures
- Establishes and maintains good working relationships with underwriters and agents.
- Answers and processes internal information requests.
- Prepares, submits and tests IT programming requests.
- Prepares and audits various monthly reports.
- Improves/refines professional skills through continuing education and maintaining familiarity with industry trends and standards.
- Assists in training of other employees.
- Performs other duties as assigned.
Qualifications:
Must Have
- High school graduate or equivalent
- Minimum of 5 years of experience providing customer support or customer service. Previous Surety experience.
- Basic Accounting experience.
- 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.
- 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
- 2+ years underwriting support experience
- Knowledge of AS400 and OnBase systems preferred but not mandatory.
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.
Our Culture
IAT Insurance Group 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.
At IAT, we’re committed to driving and building an open and supportive culture for all. 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
- 7% 401(k) Company Match and additional Profit Sharing
- Hybrid work environment
- Numerous training and development opportunities to assist you in furthering your career
- Healthcare and Wellness Programs
- Opportunity to earn performance-based bonuses
- College Loan Assistance Support Plan
- Educational Assistance Program
- Mentorship Program
- Dress for Your Day Policy
To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits
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