Hybrid Bond & Surety Associate (Charleston)

Insurance Office Of America, Inc.; Hilton Head Island (SC); Hybrid; USD 30,000 - 32,000; Full time

Benefits offered by this job

Competitive salaries and bonus poten t

Company-paid health insurance

401K with employer match

Professional growth and career prog

Respectful culture and work/family

Community service commitment

Supportive teammates and rewarding env

Job summary

Insurance Office of America in Charleston, SC is seeking a Bond/Surety Associate for a hybrid role (1–2 days onsite). The position focuses on supporting IOA Bond services, managing transactions, renewals, riders, invoicing, and collaboration with underwriters to ensure accuracy and timely delivery.

Ideal candidates have 2+ years in an office/insurance environment, a Property & Casualty license preferred (within 6 months), strong communication and data skills, and EPIC/MS Office proficiency.

Qualifications

• 2+ years of professional experience in an office, insurance, or administrative environment.
• Active Property & Casualty license highly preferred; ability to obtain within 6 months of hire.
• Excellent verbal and written communication, analytical and problem-solving skills.
• Ability to perform large workloads with high accuracy.
• Experience with EPIC agency management system preferred.
• MS Office proficiency including Outlook, Word, Excel.
• High School Diploma or equivalent.

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.
• Transaction Execution: Process invoicing, AOR/BOR requests, Lost Policy Releases (LPRs), and other bond-related transactions.
• Data & System Management: Maintain agency management systems (EPIC), ensuring data is accurate and up to date.
• Documentation Management: Manage documents and bond records within the system for audit readiness.
• Issue Resolution: Investigate and resolve service or billing issues with Account Teams and internal departments.
• Performance & Workflow Management: Monitor items and ensure timely completion within service standards.
• Financial Support: Assist with invoicing, aged receivables, and check requests coordinated with Accounting.
• Process Improvement: Support workflow improvements and collaborate with teams to enhance service and efficiency.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Customer service

Administrative skills

Communication

Multitasking

Organizational skills

Education

High School Diploma

Tools

EPIC

MS Office

Job description

Insurance Office of America in Charleston, SC is seeking a Bond/Surety Associate for a hybrid role (1–2 days onsite). The position focuses on supporting IOA Bond services, managing transactions, renewals, riders, invoicing, and collaboration with underwriters to ensure accuracy and timely delivery.

Ideal candidates have 2+ years in an office/insurance environment, a Property & Casualty license preferred (within 6 months), strong communication and data skills, and EPIC/MS Office proficiency.