Account Manager - Surety / Bonds
About The Position
The Surety Account Manager is responsible for assisting Surety Account Executives and Producers with the servicing of assigned surety accounts in accordance with the practices, policies and procedures of the Company. HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. HUB offers a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
Requirements
- At least 2+ years of surety/insurance experience strongly preferred
- High School Diploma required
- Exceptional customer service skills
- Excellent organizational, interpersonal, communication skills
- Proven ability of working in a successful team environment
- Strong data entry skills
- Ability to exercise independent judgment
- Proficient in Microsoft Word, Excel, Outlook, and internet utilization
- Willingness to obtain state insurance (P/C) license
Nice To Haves
- Applied Agency Management System experience preferred but not required
Responsibilities
- Prepares and coordinates all transactions, paperwork, and internal processing for assigned surety accounts, including but not limited to: Applications, billing, policies, invoices, change request, renewals, & cancellations
- Prepares surety bonds for delivery to clients
- Provides quality customer service to clients, team members, and carriers
- Reviews bond forms for completeness and accuracy
- Communicates with company personnel regarding the client’s needs and/or issues
- Maintains an accurate suspense system on all items that require a response
- Fields phone calls from surety customers regarding questions about their bonds, renewals, changes, payments, cancellations etc.
- Maintains complete customer files
- Responsible for scanning communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Prepares invoices, transmittals, renewal certificates and cancellation forms as required
- Reviews and processes change requests in the agency management system
- Sets- up and maintains new and renewal client files
- Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
- Other reasonable duties as assigned by your supervisor
Benefits
- health/dental/vision/life/disability insurance
- FSA, HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
