Account Manager

HUB International•El Paso, TX

17d•Onsite

About The Position

The Account Manager is responsible for assisting the account management team and Sales Executives with the servicing of assigned surety/bond accounts in accordance with the practices, policies and procedures of the Company. Prepares and coordinates all transactions, paperwork, and internal processing for assigned surety/bond accounts. 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. Provides quality customer service to clients, team members, and carriers. Reviews bond forms for completeness and accuracy. Prepares surety/bonds for delivery to clients. 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. 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.

Requirements

At least one year of insurance experience strongly preferred
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
Applied Agency Management System experience preferred but not required
High School Diploma required
Willingness to obtain state insurance (P&C/Life & Health) licenses
2-5 years of relevant experience

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/bond accounts
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
Provides quality customer service to clients, team members, and carriers
Reviews bond forms for completeness and accuracy
Prepares surety/bonds for delivery to clients
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
Other reasonable duties as assigned by your supervisor