Account Manager, Surety

Primary Role:

The Surety Account Manager works collaboratively with the Producer and/or Account Executive managing a surety book of business. Coordinates and provides day-to-day service for surety clients by maintaining client relationships supporting client retention maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Duties and Responsibilities:

• Manages a book of surety business while acting with a high degree of independent discretion autonomy and decision-making
• Provides professional courteous service to our clients carrier representatives underwriters business partners and HUB colleagues resulting in a rate of account retention that meets or exceeds expectations
• Provides a high level of support to Producers in obtaining maintaining and expanding business
• Works closely with Producers and other HUB personnel on all aspects of client service marketing and renewal while adhering to HUB Broker Standards
• Oversees the preparation and implementation of all transactions paperwork and internal processing for assigned accounts
• Acquires understanding of clients surety objectives. Stays abreast of changes in the surety industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to these changes
• Acts as liaison between clients and carriers to resolve escalated complex surety issues that require experience based judgment to resolve. May also negotiate with underwriters and carriers
• Troubleshoots billing issues
• Organizes client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures the accuracy of data in those system
• Prepares reports for management as required
• Attends industry related continuing education training and courses
• Performs other duties and projects as assigned

Key Competencies:

To perform the job successfully an individual should demonstrate the following competencies:

• Teamwork Supports everyones efforts to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

• Initiative Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management Demonstrates attention to detail.
• Project Management Ability to lead a team and adhere to deadlines

Qualification Requirements:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• At least 5 years of experience in an Account Manager role in brokerage environment required
• Large Commercial Account experience required
• Bachelors degree preferred
• High school diploma or equivalent required
• P&C License required or able to obtain within 120 days from hire
• Advanced professional designation preferred (e.g. AAI ARM CIC CPCU)

Physical Requirements:

The physical 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. While performing the duties of this Job the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger handle or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Drivers License

Dependable transportation

Public Speaking/Language Skills:

• Ability to read and interpret documents such as safety rules operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add subtract multiply and divide in all units of measure using whole numbers common fractions and decimals.

Reasoning Ability:

• Ability to define problems collect data establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully an individual should be proficient in Microsoft Office including Excel Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and

companies navigate risk and manage the complexities of insurance.

Join the HUB team!

Apply today!

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