Account Manager, Surety

About the role

HUB advises businesses and individuals on preparing for the unexpected through unrelenting advocacy and tailored insurance solutions. Our team of professionals, recognized for excellence, works to provide our clients with peace of mind.

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 & Responsibilities

• Service day-to-day client needs including answering phone calls, emails, and other communications related to coverage questions, policy changes, payments, cancellations, etc.
• Review bond requests to verify accuracy and request any additional supporting documents from the insured.
• Submit requests to the surety company, produce the bond in final form along with a bid transmittal letter for the insured.
• Manage client relationships to ensure satisfaction.
• Create bond-ability letters for the insured as needed.
• Prepare performance/payment bonds in final form and return them to the client along with a transmittal letter, certificates of insurance, and premium invoice.
• Manage relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters.
• Set up and maintain electronic and paper client files.
• Mentor, collaborate, and train Assistant Account Managers.
• Perform 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. 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 a computer monitor.

Benefits

• 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.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No Travel Required

Required Education

High school or equivalent