Account Manager - Surety / Bonds
About The Position
In a rapidly changing world, 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. 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.
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 & Life & Health) licenses
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
- The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility.
- It should not be considered an all-inclusive listing of work requirements.
- Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
Benefits
- HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
