CL Assistant Account Manager - Surety
About The Position
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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 OPPORTUNITY: The Assistant Account Manager - Surety is responsible for assisting Account Managers, Senior Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
Requirements
- High School Diploma or equivalent
- P & C Insurance Producer License Required
- Two or more years of office 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
- Proficient in Microsoft Word, Excel, Outlook, and internet utilization
Nice To Haves
- Applied Agency Management System experience preferred but not required
Responsibilities
- Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
- Review bond requests to verify for accuracy and request any additional supporting documents from insured.
- Provides quality customer service to clients, team members, and carriers
- 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 insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
- Responsible for scanning communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts
- Other reasonable duties as assigned
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, and eligible bonuses, equity and commissions for some positions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
