Account Manager

iatinsurancegroup; Naperville (IL); Hybrid; USD 36,000 - 78,000; Full time

Benefits offered by this job

Hybrid work environment

26 PTO Days

7% 401(k) Company Match

Profit Sharing

Educational Assistance Program

Mentorship Program

Dress for Your Day Policy

Job summary

IAT Insurance Group in Naperville, IL seeks a Surety Account Manager to support underwriting partners and agents, handling policy processing, renewals, endorsements, and maintenance. This role acts as a liaison between IAT, agents, and brokers to ensure accurate, responsive service.

The position offers a hybrid schedule with in-office Mon-Wed and optional remote Thu-Fri, emphasizing customer service and process excellence within a dynamic team.

Qualifications

• High School Diploma or Equivalent.
• Authorized to work in the United States and must not require VISA sponsorship.
• Basic accounting experience.
• Knowledge of underwriting support processes and procedures.

Responsibilities

• Enter new and renewal business into proprietary rating systems.
• Prepare account service documentation and client communications to support underwriting and agent relationships.
• Process renewals by reviewing policy details for accuracy and implementing requested changes.
• Handle endorsements and audit transactions through coordination with agents and underwriters.
• Manage non-renewals and cancellations in accordance with company procedures and regulatory requirements.
• Review correspondence to ensure relevance and accuracy for client needs.
• Maintain bond and account files with proper documentation and record keeping.

Skills

Customer service

Underwriting support

Basic accounting

Data entry

Written & verbal communication

PC proficiency

Problem solving

Procedural adherence

Willingness to learn

Education

High School Diploma

Bachelor's degree

Job description

IAT Insurance Group has an immediate opening for a Surety Account Manager based in our Naperville, Illinois location. The Account Manager provides day-to-day customer service and operational support to underwriters while acting as a key liaison between IAT, agents, and brokers. This role supports the servicing and retention of accounts by assisting with policy processing, endorsements, renewals, and general account maintenance, ensuring accuracy, responsiveness, and a positive agent experience. The position works closely with underwriting partners to help meet business objectives while maintaining high service standards across the portfolio.

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

• You will enter new and renewal business into proprietary rating systems.
• Prepare account service documentation, client communications, and correspondence to support underwriting and agent relationships.
• Process renewals by reviewing policy details for accuracy and implementing requested changes.
• Handle endorsements and audit transactions through coordination with agents and underwriters.
• Manage non-renewals and cancellations in accordance with company procedures and regulatory requirements.
• Review company correspondence to ensure relevance, accuracy, and alignment with client needs.
• Maintain bond and account files in compliance with established documentation and record‑keeping standards.
• Build working relationships with underwriters and agent partners.
• Respond to and process internal information requests.
• Prepares, submits and tests IT programming requests.
• Prepare and audit various monthly operational and performance reports.
• Continuously develop professional skills through ongoing education and by staying current with industry trends and standards.
• Assist with the training and support of other team members.
• Perform other duties as needed.

Qualifications

Must-Have

• High School Diploma or Equivalent.
• To qualify, applicants must be authorized to work in the United States and must not require VISA sponsorship, now or in the future, for employment purposes.
• Basic accounting experience.
• Knowledge of underwriting support processes and procedures.
• Customer-service-focused approach with a commitment to supporting underwriting partners and agent needs.
• Proficiency with personal computers and data-entry functions, with the ability to learn new systems.
• Effective written and verbal communication skills for professional interaction with internal teams and external partners.
• Demonstrated critical-thinking and problem-solving skills.
• Ability to follow established procedures, guidelines, and workflows.
• Willingness and ability to learn new processes, systems, and insurance concepts.

Preferred to Have

• Bachelor’s degree.
• 2+ years of relevant professional experience.
• 3+ years of underwriting support experience.
• Familiarity with basic mathematics and analytical techniques.

Compensation

Please note, that the annual gross salary range associated with this posting is $35,730 - $77,670. This range represents the anticipated low and high end of the base salary for this position. Actual salaries will vary based on factors such as a candidate's qualifications, skills, competencies, and geographical location related to this specific role. The total compensation will include a base salary, performance-based bonus opportunities, 401(K) match, profit-sharing opportunities, and more.

To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits

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

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.