Account Manager, Surety

About the role

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, HUB focuses on providing peace of mind through tailored insurance solutions.

Opportunity

The Account Manager - Surety manages a book of insurance business, providing professional, courteous service to clients, carriers, underwriters, business partners, and HUB colleagues. They support Producers and Commercial Account Managers in obtaining, maintaining, and expanding business. Duties include:

• Service day-to-day client needs including handling phone calls, emails, and communications related to coverage questions, policy changes, payments, cancellations, etc.
• Review bond requests to verify accuracy and request additional supporting documents from insured.
• Submit requests to surety companies, produce bonds in final form, and send bid transmittal letters to insured.
• Manage client relationships to ensure satisfaction.
• Create bond-ability letters for insureds as needed.
• Prepare and return performance/payment bonds in final form along with transmittal letters, certificates of insurance, and premium invoices.
• Negotiate coverage with underwriters and manage relationships with them.
• Set up and maintain electronic and paper client files.
• Mentor, collaborate, and train Assistant 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

Work 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.

Equal Opportunity Employer

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.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No Travel Required

Required Education

High school or equivalent