Account Manager

Reposted Yesterday
Be an Early Applicant
El Paso, TX, USA
In-Office
Mid level
Insurance
The Role
Assist account management and sales executives servicing surety/bond accounts: prepare paperwork, invoices, certificates; process changes; maintain client files and agency systems; support renewals; provide customer service; scan and manage documents; field client inquiries.
Summary Generated by Built In
About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s 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.

Why Choose HUB?

Throughout our network of more than 650 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
 

We are the perfect fit if you:

  • Are seeking a progressive work environment at a rapidly growing organization

  • Have a desire to help others protect their future

  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • Are focused on learning and development to enhance your industry knowledge and expertise

  • Are a self-starter willing to invest time and energy to learn the technical aspects of our business

  • Believe in integrity and building success by developing relationships with others

Summary and Duties

The Account Manager is responsible for assisting the account management team and Sales Executives with the servicing of assigned surety/bond accounts in accordance with the practices, policies and procedures of the Company. 

  • Prepares and coordinates all transactions, paperwork, and internal processing for assigned surety/bond accounts 

  • Prepares invoices, transmittals, renewal certificates and cancellation forms as required 

  • Reviews and processes change requests in the agency management system 

  • Sets- up and maintains new and renewal client files 

  • Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer 

  • Provides quality customer service to clients, team members, and carriers 

  • Reviews bond forms for completeness and accuracy 

  • Prepares surety/bonds for delivery to clients 

  • 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 surety customers regarding questions about their bonds, renewals, changes, payments, cancellations etc. 

  • Maintains complete customer files 

  • Responsible for scanning communications and documents 

  • Input/maintain data on account management system and ancillary systems as required 

  • Other reasonable duties as assigned by your supervisor 

 

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload. 

 

Qualifications 

  • At least one year of insurance 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 

  • Ability to exercise independent judgment 

  • Proficient in Microsoft Word, Excel, Outlook, and internet utilization 

  • Applied Agency Management System experience preferred but not required 

  • High School Diploma required 

  • Willingness to obtain state insurance P&C license 

 

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Skills Required

  • 2-5 years of relevant experience
  • High School Diploma or equivalent
  • At least one year of insurance experience
  • Exceptional customer service skills
  • Excellent organizational, interpersonal, and communication skills
  • Proven ability to work in a team environment
  • Strong data entry skills
  • Ability to exercise independent judgment
  • Proficient in Microsoft Word, Excel, Outlook, and internet utilization
  • Applied Agency Management System experience
  • Willingness to obtain state insurance P&C license

HUB International Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.

  • Flexible Benefits Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
  • Healthcare Strength Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
  • Retirement Support A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.

HUB International Insights

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The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

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