Account Manager

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

• 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

• 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

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.