Bond Assistant - Commercial Lines
Description Position at Insurance Office of America Title:
Bond Assistant Welcome to Insurance Office of America - one of the nation's largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA's commitment to both a rewarding culture and employee satisfaction is unwavering.
Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren't just clichs here - they're a part of who we are.
With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.
Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.
Job Summary 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; general office administrative support; IOA core values.
What You'll Do:
Live and champion IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
Under direction of Account Team leadership, assist in supporting an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
Demonstrate a strong work ethic, positive attitude, and willingness to assists others at all times.
Actively seek to grow IOA business, including identifying and acting on sales opportunities.
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.
Generating and submitting client invoicing.
Assist with management of all incoming mail, faxes, and other correspondence.
Order and ensure timely receipt of financials as directed.
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.
Willingly assist in any general office support/administration when requested or assigned.
Assist in preparation and distribution of client finance agreements.
Execute accurate check requests to Accounting department.
Correctly process Lost Policy Release (LPR) as directed.
Monitor Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
Actively promote IOA culture and a positive work environment at all times, including participation in team building and other activities.
Maintain frequent and transparent communication regarding individual performance and activities with supervisor.
Work effectively with 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues.
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.
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.
Perform other duties as assigned.
What We're Looking For:
o1
years of professional experience in an office environmentoAll required active licensingoExcellent administrative, multi-tasking, and organizational skillsoDetail orientation, self-motivation, and ability to work well under pressureoCustomer service skillsoOutstanding verbal/written communication skillsoPC proficiencyoExceptional personal characteroHigh School Diploma (or equivalent) What We Offer:
Competitive salaries and bonus earning potential Great benefits, including company paid health insurance Paid time off for holidays, vacations, and sick time 401K with an employer match Participation in our employee stock plan Opportunities for professional growth and career progression A culture that emphasizes respect for every individual Company commitment to work/family life balance and community service Teammates who share your drive for excellence Knowing every day you are helping our clients protect their families and businesses Still wondering if IOA is the right fit for you? If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
If you want to feel the peace of knowing that you've made the best decision of your professional life, then IOA is right for you.
Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees.
In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization.
Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team.
Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.
Recommended Skills Attention To Detail Coordinating Customer Communications Management Customer Service Data Management Finance Estimated Salary: $20 to $28 per hour based on qualifications.
Bond Assistant Welcome to Insurance Office of America - one of the nation's largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA's commitment to both a rewarding culture and employee satisfaction is unwavering.
Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren't just clichs here - they're a part of who we are.
With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.
Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.
Job Summary 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; general office administrative support; IOA core values.
What You'll Do:
Live and champion IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
Under direction of Account Team leadership, assist in supporting an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
Demonstrate a strong work ethic, positive attitude, and willingness to assists others at all times.
Actively seek to grow IOA business, including identifying and acting on sales opportunities.
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.
Generating and submitting client invoicing.
Assist with management of all incoming mail, faxes, and other correspondence.
Order and ensure timely receipt of financials as directed.
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.
Willingly assist in any general office support/administration when requested or assigned.
Assist in preparation and distribution of client finance agreements.
Execute accurate check requests to Accounting department.
Correctly process Lost Policy Release (LPR) as directed.
Monitor Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
Actively promote IOA culture and a positive work environment at all times, including participation in team building and other activities.
Maintain frequent and transparent communication regarding individual performance and activities with supervisor.
Work effectively with 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues.
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.
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.
Perform other duties as assigned.
What We're Looking For:
o1
years of professional experience in an office environmentoAll required active licensingoExcellent administrative, multi-tasking, and organizational skillsoDetail orientation, self-motivation, and ability to work well under pressureoCustomer service skillsoOutstanding verbal/written communication skillsoPC proficiencyoExceptional personal characteroHigh School Diploma (or equivalent) What We Offer:
Competitive salaries and bonus earning potential Great benefits, including company paid health insurance Paid time off for holidays, vacations, and sick time 401K with an employer match Participation in our employee stock plan Opportunities for professional growth and career progression A culture that emphasizes respect for every individual Company commitment to work/family life balance and community service Teammates who share your drive for excellence Knowing every day you are helping our clients protect their families and businesses Still wondering if IOA is the right fit for you? If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
If you want to feel the peace of knowing that you've made the best decision of your professional life, then IOA is right for you.
Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees.
In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization.
Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team.
Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.
Recommended Skills Attention To Detail Coordinating Customer Communications Management Customer Service Data Management Finance Estimated Salary: $20 to $28 per hour based on qualifications.
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