Bond Sales Manager jobs in Florida
Bond Sales Manager manages and leads a group of bond sales officers. Develops marketing and sales initiatives to increase profitability. Being a Bond Sales Manager oversees the buying and selling of government or corporate bonds and securities. Advises clients on investment options; monitors market conditions to maximize profits for customers and the institution. Additionally, Bond Sales Manager requires a bachelor's degree in a related area. Typically reports to a director. The Bond Sales Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Bond Sales Manager typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Bond Sales Manager jobs
Bond/Surety - Account Manager
- Insurance Office of America
-
Doral, FL
FULL_TIME
-
Title: Bond Account Manager
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 clichés 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 IOA Bond Account Management activities while under Producer direction, including: Client service and communication; team leadership; directing daily tasks and work activities of the Account Assistants/CSRs; team productivity, quality, and service levels; implementation of client bond policy administrative processes, tracking, renewals, new policy set-up, invoicing, accounts receivables monitoring, and policy review; data management/entry; Producer communication; team and individual professional development; identification of sales opportunities; IOA core values.
What You’ll Do:- Under direction of a Producer, manage 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.
- Provide leadership to account team, demonstrating a strong work ethic, positive attitude, and willingness to assist others at all times.
- Exercise discretion and independent judgment to ensure beneficial outcomes for clients and IOA.
- Direct day-to-day activities and workflow of Account Assistant(s) and CSR(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed.
- Actively seek to grow IOA business, including identifying and acting on sales opportunities.
- Track policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals.
- Monitor Accounts Receivables reports and acts on any delinquent accounts.
- Manage new business and policy renewal process in conjunction with Producer, including:
- Prepare complete, accurate submission applications and submit them to carriers.
- Evaluate pricing.
- Bind coverages, including securing signed indemnity agreements and applications per IOA procedures.
- Maintain agency automation system to ensure accuracy and currency of data.
- Create and distribute client invoicing for any new business, renewals, or premium bearing transactions, and collect outstanding balances due.
- Prepare and facilitate execution of client premium financing contracts.
- Monitor and maintain pending action items (suspense), taking any necessary action to ensure completion within required time frames.
- Manage a variety of administrative tasks, including timely bond processing, endorsements/riders, cancellations, reinstatements, and other related items.
- Maintain frequent, transparent communication with Producer(s) regarding individual and team client service and policy administration activities, ensuring he/she is fully informed.
- Assist with facilitation of client claims processes as needed.
- Develop and maintains positive carrier relationships.
- Quickly and responsibly alerts Operations Management to any individual or team performance/ professionalism issues, collaborates as needed regarding any corrective actions to be taken, and supports and participates in implementation when requested.
- Act as back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence.
- Constantly look for, recommend, and implement process improvements and best practices to improve individual, team, and organizational effectiveness.
- Serve as Account Management subject matter expert for team, answering questions, providing support, and developing solutions to client problems.
- Monitor Individual performance to ensure productivity, efficiency, quality, and service standards are met.
- Assist with initial/new hire and ongoing training support within team.
- Encourage and participate in ongoing growth and professional development of all operations personnel within team.
- 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, and seeks, accepts, and implements performance coaching.
- Work effectively with Producers, seeking input and developing win-win solutions to any operations related process, service, quality, or productivity issues.
- Comply with all company work rules, standards, and policies and procedures at all times.
- Maintain a high degree of technical competence and industry/market expertise.
- 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.
- Live and champions IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
- Perform other duties as assigned.
5 years of industry experience
All required active licensing
Exceptional customer service skills
Excellent multi-tasking, organizational, delegation and decision-making skills
Outstanding verbal/written communication skills
Ability to perform large work volumes with high degrees of accuracy
PC proficiency
Exceptional personal character
High 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
- 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.
- Just Posted
Bond/Surety - Account Manager
- Insurance Office of America
-
Key Largo, FL
FULL_TIME
- Title: Bond Account ManagerWelcome 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 co...
- 1 Day Ago
Bond/Surety - Account Manager
- Insurance Office of America
-
Tallahassee, FL
FULL_TIME
- Title: Bond Account Manager 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 c...
- 13 Days Ago
Bond/Surety - Account Manager
- Insurance Office of America
-
Tampa, FL
FULL_TIME
- Title: Bond Account Manager 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 c...
- 13 Days Ago
Bond/Surety - Account Manager
- Insurance Office of America
-
Longwood, FL
FULL_TIME
- Title: Bond Account Manager 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 c...
- 15 Days Ago
Bond/Surety - Account Manager
- Insurance Office of America
-
Key Largo, FL
FULL_TIME
- Title: Bond Account Manager 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 c...
- 15 Days Ago
Bond Sales Manager jobs at Popular Companies
General Sales Manager
- Car Guys Inc.
-
Santa Fe, NM
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- 6/1/2024 12:00:00 AM
General Sales Manager
- Borden Dairy
-
De Pere, WI
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General Sales Manager
- Mdcdbroadcasters
-
Baltimore, MD
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General Sales Manager
- Scott Auto Group
-
Limerick, PA
- This role is responsible for selecting, training, coaching, developing, and retaining the very best Sales Managers, Sale...
- 5/30/2024 12:00:00 AM
General Sales Manager
- Salem Surround
-
Portland, OR
- ** General Sales Manager** **Job Category****:** Sales **Requisition Number****:** GENER003748 Showing 1 location **Job ...
- 5/30/2024 12:00:00 AM
General Sales Manager
- AutoNation Chevrolet Laurel
-
Laurel, MD
- Overview: Position Overview The General Sales Manager (GSM) has the opportunity to lead a sales team to create an except...
- 5/30/2024 12:00:00 AM
GENERAL SALES MANAGER
- Firstinnovations
-
- * **General Sales Manager** ***Dealership Positions*** **Salary**: Expected income $90,000 to $160,000. **Location**: Ar...
- 5/29/2024 12:00:00 AM
Executive Sales Manager
- New York Life Insurance Company
-
- Career Description: *** Must live in San Antonio, Texas, USA or within 100 miles from San Antonio, Texas, USA.*** New Yo...
- 5/29/2024 12:00:00 AM
About Florida
Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Bond Sales Manager jobs
$116,611 to $221,797
Most Popular Cities in Florida for Bond Sales Manager Jobs
What does a Bond Sales Manager do?
Bond Sales Manager in Grand Rapids, MI
Is a leading financial services provider to the institutional equity and fixed income markets, with wwwucts and services including sales and trading, investment banking, asset management, market data, and market commentary.
February 03, 2020
Bond Sales Manager in Ann Arbor, MI
Elvis Perez is a Sales and Marketing executive with extensive experience managing technology portfolios targeting the electronics, automotive, and aerospace market segments. Before joining Click Bond, Mr.
December 05, 2019
Bond Sales Manager in Paramus, NJ
Assuming thta the issuer and underwriter reach agreement on the pricing of the bonds at the time of sale, the underwriters are likely to provide ideas and suggestions with respsect to structure, timing, and marketing of the bonds being sold.
December 25, 2019