Hybrid Bond & Surety Associate - Client Service

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

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

Paid holidays, vacations, and sick时间

401K with employer match

Professional growth and career options

Respectful culture and work/familyLife

Community service commitment

Supportive teammates and a rewarding工作

Job summary

Insurance Office of America (IOA) is seeking a Bond/Surety Associate to support bond service activities, client service, and data management from our Charleston, SC hybrid office. The role handles renewals, new bonds, endorsements, invoicing, and related documentation with accuracy and compliance.

The ideal candidate has 2+ years in insurance/admin, strong communication, and MS Office proficiency. A Property & Casualty license is preferred and can be obtained within six months.

Qualifications

• 2+ years in an office, insurance, or admin role.
• Exceptional customer service and organizational skills.
• Active Property & Casualty license preferred; can obtain within 6 months of hire.
• Strong verbal and written communication; analytical skills.
• Experience with EPIC or similar agency management system.

Responsibilities

• Provide high‑quality client service and proactive communication.
• Process bond transactions: new bonds, renewals, riders, endorsements, cancellations.
• Coordinate underwriting information with surety underwriters.
• Handle invoicing, AOR/BOR, LPRs, and other bond tasks.
• Maintain EPIC and ensure data accuracy.
• Manage documents and bond records for audit readiness.
• Investigate and resolve service or billing issues with teams.
• Monitor pending items and ensure timely completion.
• Support invoicing, aged receivables, and check requests.
• Support workflow improvements and cross‑team collaboration.
• Demonstrate IOA values.

Skills

Customer service

Communication

Multitasking

Organizational skills

Problem solving

Education

High School Diploma

Tools

EPIC

MS Office

Job description

Insurance Office of America (IOA) is seeking a Bond/Surety Associate to support bond service activities, client service, and data management from our Charleston, SC hybrid office. The role handles renewals, new bonds, endorsements, invoicing, and related documentation with accuracy and compliance.

The ideal candidate has 2+ years in insurance/admin, strong communication, and MS Office proficiency. A Property & Casualty license is preferred and can be obtained within six months.