Surety Assistant Account Manager
HUB International, Bothell, WA, United States
Assistant Account Manager- Surety
The Assistant Account Manager- Surety is responsible for assisting Account Managers, Senior Account Managers, and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company. Duties & Responsibilities: Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer Review bond requests to verify for accuracy and request any additional supporting documents from insured Provides quality customer service to clients, team members, and carriers 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 insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Responsible for scanning communications and documents Input/maintain data on account management system and ancillary systems as required Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts Other reasonable duties as assigned Qualifications: High School Diploma or equivalent P & C Insurance Producer License Required Knowledge / Skills / Abilities: Two or more years of office 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 Proficient in Microsoft Word, Excel, Outlook, and internet utilization Applied Agency Management System experience preferred but not required Working Conditions and Physical Demands: The physical and environmental 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 of the job. While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor. HUB International Limited is an equal opportunity and affirmative action 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. The expected salary range for this position is $23 - $27/hr depending on geographical location 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, and eligible bonuses, equity and commissions for some positions.
The Assistant Account Manager- Surety is responsible for assisting Account Managers, Senior Account Managers, and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company. Duties & Responsibilities: Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer Review bond requests to verify for accuracy and request any additional supporting documents from insured Provides quality customer service to clients, team members, and carriers 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 insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Responsible for scanning communications and documents Input/maintain data on account management system and ancillary systems as required Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts Other reasonable duties as assigned Qualifications: High School Diploma or equivalent P & C Insurance Producer License Required Knowledge / Skills / Abilities: Two or more years of office 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 Proficient in Microsoft Word, Excel, Outlook, and internet utilization Applied Agency Management System experience preferred but not required Working Conditions and Physical Demands: The physical and environmental 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 of the job. While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor. HUB International Limited is an equal opportunity and affirmative action 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. The expected salary range for this position is $23 - $27/hr depending on geographical location 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, and eligible bonuses, equity and commissions for some positions.