Associate Account Manager, Surety

Primary Role:

The Surety Associate Account Manager works collaboratively with the Producer, Account Manager, Account Executive and Account Administrator servicing clients. Assists with day-to-day service for surety clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. This role is designed to build a foundational expertise in surety while supporting the broader team to achieve service excellence and client satisfaction.

Duties and Responsibilities:

• 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
• General knowledge of surety industry and surety bonds.
• Acquires understanding of clients’ surety objectives.  Stays abreast of changes in the surety industry and other external conditions that may impact their clients.
• Oversees the preparation and implementation of all transactions, bond execution, and internal processing for assigned accounts
• Troubleshoots billing issues
• 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 and files in those systems
• Provides assistance with clients’ service issues escalated by Account Administrator
• Assists Account Manager and Account Executive in the collection of financial packages with clients for annual renewal of bond lines.

• Supports marketing and RFP process as needed
• Provide mentorship with Account Administrator
• Coordinates client contact changes with Producer/Account Executive
• Attends industry related events in addition to continuing education training and courses
• Support multiple Account Managers and Account Executives with books of business
• Taking on delegated tasks, and completing with open and consistent communication
• Cover absences for Account Managers and other surety staff
• Process incoming mail, email and phone requests from Surety companies and clients, responding promptly and appropriately
• Performs other duties and projects as assigned

Key Competencies:

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

• Teamwork – Supports everyone's 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.

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

• Bachelor’s degree preferred
• At least 2-5 years of related experience working as an Account Representative in the surety industry (equivalent combination of education and experience is acceptable).
• Client facing experience required
• P&C License required or must be able to obtain within 120 days of hire

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 Driver’s 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 effective