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HUB International · 2 months ago

Associate Account Manager, Surety

Kansas City , MO

Full-time

Hybrid

Mid, Senior Level

5+ years exp

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance. The Surety Account Manager works collaboratively with the Producer and/or Account Executive managing a surety book of business, providing day-to-day service and support for surety clients while maintaining strong relationships and understanding their needs.

Financial ServicesInsuranceInsurTechRisk Management

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

Qualification

Account ManagementSurety Industry KnowledgeP&C LicenseLarge Commercial Account ExperienceMicrosoft Office ProficiencyPublic SpeakingQuality ManagementBilingual (English/Spanish)Project ManagementWritten CommunicationInitiative

Required

At least 5 years of experience in an Account Manager role in brokerage environment required

Large Commercial Account experience required

High school diploma or equivalent required

P&C License required or able to obtain within 120 days from hire

Must hold a valid Driver's License

Dependable transportation

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 to customers and teammates

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

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

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