Associate Account Manager, CPU

SUMMARY

The Associate Account Manager role within the CPU, requires an individual who is professional and courteous, and who displays drive, determination, proactive mindset, and self-motivation.

With a positive attitude, the AAM will work with the team comprising of all levels of service and sales. The individual in this position is expected to be pursuing a career in Bonds / Commercial Insurance.

JOB RESPONSIBILITIES

Team support includes but is not limited to :

• Working directly with producers, clients and carriers on bond request and file updates
• Issue and forward certificates of insurance
• Bond Requests pull information from construction reporter / request & submit for approval
• Under-run & Over-run Billings for bond close outs
• Service Miscellaneous Bonds associated with contract clients
• Order and follow up on policy change endorsements
• Check incoming policy change endorsements, and if accurate, forward to insured
• If the endorsement is not correct, return to carrier for corrections
• Order Motor Vehicle Records and distribute as directed
• Make notebook tabs for new and renewal policies the team wants to deliver or mail
• Assist staff as needed and as time allows

Additional Responsibilities include but not limited to :

• Acts as a liaison between clients and surety carriers to resolve service issues.
• Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners and HUB colleges, resulting in a rate of account retention that meets or exceeds expectations
• Process Bonds as per established Agency guidelines with clients and surety carriers
• Maintain department reports as request by team and / or supervisor
• Maintenance of department carrier information and website management
• Adhere to all Agency systems, procedures, and state regulations
• Assume other job responsibilities as requested by supervisor

QUALIFICATIONS

• High School diploma or equivalent; AA and / or college degree preferred
• 1 year professional / insurance experience preferred but not necessary
• Demonstrate proficiency with computer systems, including but not limited to Microsoft Office, and agency management systems
• Excellent written and oral communication skills
• Above average mathematical skills
• Ability to work in a positive team environment
• A P&C License is expected to be obtained within 60 days of employment
• Ability and willingness to utilize company’s computer system and software required.
• Ability to understand policy forms and coverage descriptions required.
• Organizational skills required.
• Must attend educational classes.
• High attention to detail

Department Account Management & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : No Travel RequiredRequired Education : High school or equivalent

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 EEO is the Law poster and its supplement is available here at.

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