Surety Account Manager

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 450 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 accounts, including but not limited to: Applications, billing, policies, invoices, change request, renewals, & cancellations 

• 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/Life & Health) licenses