Senior Surety Account Manager | Hybrid Role + Growth

LE0019 IAT Insurance Group, Inc; Naperville (IL); Hybrid; USD 41,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

PTO & holidays

Job summary

IAT Insurance Group is seeking a Senior Account Manager in Naperville, IL to provide day-to-day customer service to Underwriters, Agents, and Principals. The role acts as a liaison between the organization and clients, with a hybrid schedule requiring office-based work Monday through Wednesday and optional remote work Thursday and Friday.

Responsibilities include processing renewals, endorsements, audits, non-renewals, and maintaining client communications and files.

Qualifications

• 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.
• Authorized to work in the United States and must not require visa sponsorship.

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.

Skills

Keyboarding

Written & verbal comms

Underwriting support

Education

Bachelor's degree

Tools

AS400

OnBase

Job description

IAT Insurance Group is seeking a Senior Account Manager in Naperville, IL to provide day-to-day customer service to Underwriters, Agents, and Principals. The role acts as a liaison between the organization and clients, with a hybrid schedule requiring office-based work Monday through Wednesday and optional remote work Thursday and Friday.

Responsibilities include processing renewals, endorsements, audits, non-renewals, and maintaining client communications and files.