Job Description:

Title: Bond Assistant 

(Hybrid): (3-4 of days in office) | (Location/based out of Binghamton, NY or Syracuse, NY) | Book Focus: (Bond/Surety) 
 

About the Role: Responsible for implementation of and/or assisting with IOA Bond services activities, including: Client service and communication; maintaining individual productivity, quality, and service levels; client Bond administrative processes, including renewals, new Bond set-up, riders/endorsements, cancellations/reinstatements, invoicing, LPRs, and Bond review; data management/entry; managing incoming correspondence; internal service and communication; professional development; identification of sales opportunities; and general office administrative support. 

 
Key Responsibilities: 

Technical Competence: Maintain technical competence and industry expertise. 

Client Service: Always deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests. 

Administrative Tasks: Ensure accurate and timely completion of all Bond-related administrative tasks, including new and renewal Bond processing, ordering and processing policy riders/endorsements, executing any Bond cancellations and reinstatements, and generating and submitting client invoicing. 

Correspondence and Financial Management: Assist with management of all incoming mail, faxes, and other correspondence. Order and ensure timely receipt of financials as directed. Execute accurate check requests to the Accounting department. 

System and Data Maintenance: Maintain agency management system, ensuring all data entered is complete, clearly presented, accurate, and up-to-date. Monitor and maintain pending action items (suspense), taking any necessary action to ensure completion within required time frames. 

Office and Client Support: Willingly assist in any general office support/administration when requested or assigned. Assist in preparation and distribution of client finance agreements. Correctly process Lost Policy Release (LPR) as directed. 

Performance and Collaboration: Monitor individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required. Work effectively with 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues. 

Continuous Improvement and Compliance: Continually seek to improve individual and team performance, including identifying, communicating, and adopting best practices. Comply with all company work rules, standards, and policies and procedures at all times. 

Professional Development and Relationship Building: Grow and maintain technical competence and industry/market knowledge. Ensure professional skills are continuously improved by actively participating in internal/external development opportunities. Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees. 

Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

1+ years of professional or administrative experience in an office environment 

Required active licensing 

Exceptional customer service, administrative, communication, multitasking, and organizational skills 

Ability to perform large work volumes with high degrees of accuracy 

Proficiency in MS Office (Outlook, Word, Excel) 

High School Diploma (or equivalent) 

 
What We Offer: 

Competitive salaries and bonus potential 

Company-paid health insurance 

Paid holidays, vacations, and sick time 

401K with employer match 

Employee stock plan participation 

Professional growth and career progression opportunities 

Respectful culture and work/family life balance 

Community service commitment 

Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.