Bond/Surety Associate

IOA National, Inc.; Charleston (SC); Hybrid; USD 30,000 - 32,000; Full time

Benefits offered by this job

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth opportunities

Respectful culture and work-life fit

Job summary

IOA National, Inc. seeks a Bond/Surety Associate to support bond services, client communications, and data management from its Charleston, SC hybrid office.

You will handle renewals, new bond setups, riders, cancellations, and invoicing while coordinating with underwriters and internal teams to ensure accuracy, compliance, and timely service. The role emphasizes data integrity in EPIC, effective issue resolution, and collaboration across departments, with the goal of maintaining excellent

Qualifications

• 2+ years of professional office, insurance, or admin experience.
• Exceptional customer service, administrative, communication, multitasking, and organizational skills.
• Active Property & Casualty license highly preferred; ability to obtain within 6 months.
• Excellent verbal and written communication, and analytical/problem-solving abilities.
• Ability to perform large work volumes with high degrees of accuracy.
• Experience with agency management systems (EPIC preferred).

Responsibilities

• Deliver high-quality client service with proactive communication.
• Process bond transactions including new bonds, renewals, riders, endorsements, cancellations, and reinstatements.
• Coordinate underwriting information with surety underwriters to meet renewal requirements.
• Process invoicing, LPRs, and other bond-related transactions per procedures.
• Maintain EPIC data accuracy and document management.
• Investigate and resolve service or billing issues with cross-functional teams.
• Monitor pending items and ensure timely completion to service standards.
• Assist with aged receivables tracking and check requests with Accounting.
• Support workflow improvements and collaboration across teams.
• Uphold IOA values and demonstrate integrity and leadership.

Skills

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma

Tools

EPIC (agency management system)

MS Office

Job description

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

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.

Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States. Founded in 1988, IOA has more than 1,500 associates located in over 60 offices in the U.S., and it is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions. In California, dba IOA Insurance Services. (#0E67768)

For more information, visit www.ioausa.com.