Hybrid Surety Account Manager - Client/Liaison

iatinsurancegroup; Scottsdale (AZ); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

26 PTO Days + 12 Holidays

Hybrid work environment

Education and training opportunities

401(k) Company Match

Performance-based bonuses

Healthcare and Wellness Programs

Mentorship Program

Dress for Your Day Policy

Job summary

IAT Insurance Group in Scottsdale, Arizona is seeking an Associate Account Manager to provide day-to-day client service and support to Underwriters, Agents, and Principals. This role is hybrid, working in the office Monday through Wednesday and remotely optional Thursday and Friday.

The position focuses on processing and renewing business, endorsements, and client communications while building relationships with underwriters and agents. Strong math and communication skills are essential.

Qualifications

• High School Diploma required.
• Basic Accounting experience.
• Knowledge of Underwriting support processes and procedures, basic mathematics and problem-solving techniques.
• Strong keyboarding skills.
• Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings.
• To qualify, all applicants must be authorized to work in the United States and must not require, now or in the future, VISA sponsorship for employment purposes.

Responsibilities

• Enters new and renewal business into proprietary rating systems.
• Prepare account service-related documents and other client communications and correspondence.
• Processes renewals, reviewing for accuracy and making requested renewal changes.
• Processes endorsements and audit transactions through communication with agents and underwriters.
• Processes non-renewals and cancellations.
• Reviews all company correspondence to ensure applicability to client needs.
• Maintains bond/account files in accordance with established procedures
• Establishes and maintains good working relationships with underwriters and agents.
• Answers and processes internal information requests.
• Prepares, submits and tests IT programming requests.
• Prepares and audits various monthly reports.
• Improves/refines professional skills through continuing education and maintaining familiarity with industry trends and standards.
• Assists in training of other employees.
• Performs other duties as assigned.

Job description

IAT Insurance Group in Scottsdale, Arizona is seeking an Associate Account Manager to provide day-to-day client service and support to Underwriters, Agents, and Principals. This role is hybrid, working in the office Monday through Wednesday and remotely optional Thursday and Friday.

The position focuses on processing and renewing business, endorsements, and client communications while building relationships with underwriters and agents. Strong math and communication skills are essential.