Commercial Lines Account Manager - Bonds

HUB International•Lafayette, LA

About The Position

The Commercial Lines Account Manager services an assigned book of commercial insurance business while working alongside Producers and the Marketing team. The role provides professional, courteous service to clients, carrier representatives, and colleagues. It also manages an established portfolio of commercial surety and financial bond accounts, builds relationships with clients and surety company underwriters, and ensures timely and accurate processing of bond requests. The ideal candidate has commercial insurance experience and is willing to learn about surety programs and financial bonds.

Requirements

At least 1 year of experience and proficiency in commercial insurance account management.
Excellent oral and written communication skills.
Superior customer service and problem-solving skills.
Proficiency with computer systems, including Microsoft Office and Agency Management Systems.
Ability to work in a fast-paced team environment.
Ability to work a regular, full-time work schedule.
Current Louisiana Property & Casualty insurance license in good standing.
High school diploma or equivalent.

Nice To Haves

College degree preferred.
Experience in commercial insurance and willingness to learn about surety programs and financial bonds.

Responsibilities

Manage and maintain an assigned book of commercial insurance accounts and a portfolio of commercial surety and financial bond accounts.
Serve as the primary point of contact for client insurance servicing needs, bond requests, questions, renewals, and account servicing.
Develop and maintain strong, long-term relationships with clients, carrier representatives, and surety company representatives.
Respond promptly and professionally to client inquiries and service requests while maintaining confidentiality.
Review policies and endorsements for accuracy and appropriate coverage.
Process policy changes, endorsements, cancellations, reinstatements, and other policy transactions.
Prepare and issue certificates of insurance, and handle requests for evidence of property insurance, auto identification cards, and other policy documentation.
Process insured requests and endorsements, including bid bonds, performance and payment bonds, license and permit bonds, and financial and miscellaneous bonds.
Assist with audits, premium adjustments, and billing questions.
Coordinate with insurance carriers to resolve policy and service issues.
Maintain accurate and complete client records, bond files, and electronic files in the Agency Management System according to agency procedures.
Ensure compliance with carrier requirements and internal agency procedures.
Manage multiple priorities and meet deadlines in a fast-paced environment.

Benefits

Competitive salaries and pay.
Medical, dental, and vision insurance, plus voluntary insurance options.
Health Savings Account funding.
401(k) matching program and retirement savings matching.
Company-paid life and short-term disability plans; supplemental life and long-term disability options.
Comprehensive wellness program and wellbeing program.
Paid parental leave.
Paid time off, including vacation, holidays, sick time, and personal time.
Structured training, licensing support, and ongoing development opportunities.
Employee engagement events and community involvement through HUB Gives.
Career growth opportunities.