Account Manager, Surety

Account Manager - Surety

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 Account Manager - Surety manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. Supports Producers and Commercial Account Managers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with best practices, policies, and broker standards.

Duties & Responsibilities

• Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Review bond requests to verify for accuracy and request any additional supporting documents from insured.
• Submit requests to surety company, produce bond in final form along with bid transmittal letter for insured.
• Manage client relationship ensuring satisfaction
• Create bond - ability letters for insureds as needed
• Prepare performance/payment bonds in final form and return to client along with transmittal letter, certificates of insurance and premium invoice.
• Manage relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
• Responsible to set up and maintain electronic and paper client files.
• Mentoring, collaboration, and training of Assistants Account Managers.
• Other duties as assigned.

Qualifications

• High School Diploma or equivalent
• P & C Insurance Producer License Required
• Surety Experience Preferred

Knowledge / Skills / Abilities

• Four or more years insurance brokerage or property casualty insurance experience in account management role strongly preferred
• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to exercise independent judgment
• Ability to effectively work in a team environment
• Proficient in Word, Excel, internet utilization ; and
• Applied EPIC Agency Management System and ERLON experience preferred but not required

Working Conditions And Physical Demands

• The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

The expected salary range for this position is $29 - $34/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. 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.