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 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 About 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 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. #J-18808-Ljbffr Squaremouth