Hybrid Bond & Surety Specialist

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

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