Senior Surety Account Manager

Arizona Small Business Association - ASBA; Scottsdale (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

PTO and holidays

401(k) match

Profit sharing

Educational assistance

Mentorship program

Dress for Your Day

Job summary

IAT Insurance Group is seeking a Senior Account Manager in Scottsdale, AZ. The role provides day-to-day customer service and support to underwriters, agents, and principals. It functions as a liaison between the organization and clients to ensure needs are met.

The position offers a hybrid schedule with in-office Monday-Wednesday and remote option Thursday-Friday, along with comprehensive benefits and growth opportunities. Strong communication and accounting basics are essential.

Qualifications

• High school diploma or equivalent.
• Minimum of 5 years of experience providing customer support or customer service, with prior surety experience.
• Basic accounting experience.
• Knowledge of underwriting support processes and basic mathematics and problem-solving techniques.
• Strong keyboarding skills.
• Effective written and verbal communication with internal and external stakeholders.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Enter new and renewal business into proprietary rating systems.
• Prepare account service-related documents and client communications.
• Process renewals, endorsements, and audit transactions with agents and underwriters.
• Process non-renewals and cancellations.
• Review company correspondence for client applicability.
• Maintain bond/account files per procedures.
• Establish and maintain relationships with underwriters and agents.
• Assist in training other employees.
• Perform other duties as assigned.

Skills

Customer service

Surety experience

Keyboarding

Communication skills

Accounting basics

Underwriting support

Education

High school diploma

Bachelor's degree

Tools

AS400

OnBase

Job description

IAT Insurance Group Surety Business Unit has an immediate opening for a Senior Account Manager in our Scottsdale, Arizona location. This role will provide overall day-to-day customer service and support to Underwriters, Agents, Principals. Acts as a liaison between the organization and clients, working closely with both entities to ensure needs are met.

This role works a hybrid schedule that requires working from the office Monday through Wednesday, with the option of working Thursday and Friday remotely.

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.

Qualifications

Must Have

• High school graduate or equivalent
• Minimum of 5 years of experience providing customer support or customer service. Previous Surety experience.
• 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.

Preferred To Have

• Bachelors Degree
• 2+ years underwriting support experience
• Knowledge of AS400 and OnBase systems preferred but not mandatory.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify.

Our Culture

IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S. Insurance Answers Together® is how we define IAT, in letter and in spirit. We work together to provide solutions for people and businesses. We collaborate internally and with our partners to provide the best possible insurance and surety options for our customers.

At IAT, we're committed to driving and building an open and supportive culture for all. Our employees propel IAT forward - driving innovation, stable partnerships and growth. That's why we continue to build an engaging workplace culture to attract and retain the best talent.

We Offer Comprehensive Benefits Like

• 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
• 7% 401(k) Company Match and additional Profit Sharing
• Hybrid work environment
• Numerous training and development opportunities to assist you in furthering your career
• Healthcare and Wellness Programs
• Opportunity to earn performance-based bonuses
• College Loan Assistance Support Plan
• Educational Assistance Program
• Mentorship Program
• Dress for Your Day Policy

To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits