Surety Account Manager

HUB International • Downers Grove, IL • 3w ago

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 processingfor 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 customersregarding 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

The expected salary range for this position is $70,000 to $100,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer 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 such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Some college (no degree)

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 (https://hubinternational.jobs/e-verify/)

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 HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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