Surety Account Manager

Surety Account Manager

Dale Barton HUB International Salary

Part time- 20 Hours to Full time- 37.5 hours

Account Manager

*Issue Bid Bonds, performance bonds, payment bonds, license bonds, and other surety bonds

*Analyze and understand bond forms

*Job types: Part-time, Full-time Full

Job Description

Surety Account Manager Dale Barton Hub International is a Salt Lake City based Commercial Insurance and Surety Brokerage. We have a strong emphasis on serving the construction industry including all types of contracting companies including general contractors, trade contractors, specialty companies, and other companies requiring surety bonds. Our company is looking for a talented individual that is interested in a position with a dynamic 76-year-old insurance and bonding brokerage, Dale Barton, which is part of HUB International, a Top 5 International Insurance Broker. We offer our employees an outstanding benefit program and provide the opportunity for professional growth and advancement.

Essential Job Functions

The individual in this position is expected to engage in the following work- related activities. It is required that this position actively supports Dale Barton HUB and all employees and customers in a positive manner.

• To maintain a successful client and underwriter relationship.

• To manage the renewal cycle and servicing of client accounts.

• To understand suretyship and counsel clients in its application.

• To analyze documents for surety requirements and risk exposures and obligations.

• To analyze and understand bond forms.

• To issue bid bonds, performance bonds, payment bonds, license bonds and other bonds including a review and processing of bond riders.

• To report, open, manage and close claims.

• To review and check audits.

• To obtain familiarity with online surety programs and company website portals.

• To communicate professionally with others.

• To bill all invoices accurately and timely.

• To perform various other tasks associated with account management.

• To perform such other duties as the managers and officers of Dale Barton HUB assign from time to time.

• To show an ability to manage accounts with little or no producer oversight.

• To demonstrate proficiency with Applied Epic, Microsoft Office, Microsoft Windows, Adobe and other related programs.

Critical Success Factors

To be successful, the individual in this position must be:

• Knowledgeable: the individual has at least a post high school associates degree, or bachelors degree from an accredited school or a minimum of two years of related experience, or an equivalent combination of education and experience.

• Skilled: the individual has the skills they need, and does what is needed, to be effectively prepared for the expectations of their position.

• Proactive: the individual uses strong critical thinking skills to see and resolve potential roadblocks, takes initiative and resolves unexpected challenges, and consistently demonstrates a solution-oriented approach.

• Professional: the individual adapts to change, can be depended upon, communicates in a respectful and clear manner, and consistently represents the company in a positive light.

• Collaborative: the individual shares relevant information in a timely manner, provides additional support when needed, and remains open to professional feedback.

• Productive: the individual uses company time and resources for business- related purposes and operates in a manner that is efficient and goal oriented.

• Learn Quickly: you can learn new processes and procedures quickly and consistently apply learned knowledge.

• Adapt: change is a necessary function of a growing business, and you adapt your work and communication style to best- fit new processes, procedures, and business needs.

• Be Precise: your detail- oriented approach allows you to accurately input and find errors in the various large bodies of information.

*Maintain Dependability: you come to work prepared, on time and use work time appropriately.

• Work Proactively: within the boundaries of your position, you can do your best to meet business needs without being asked.

• Effectively Multitask: you can handle multiple requests, questions, and concerns simultaneously and naturally prioritize which item needs to be resolved first.

• Develop Customer Loyalty: you are aware of and go out of your way to help customers.

• Promote Teamwork: you can work with diverse groups of people and forge effective professional relationships with employees and management.

• Think Critically: when something doesn't work, you are able to either fix the problem or find an effective and efficient work- around.

• Communicate Effectively: you can write, speak, and understand English.

Capability Requirements

The following capabilities are required to perform the essential functions of this position. Reasonable accommodations that do not create an undue burden on the company are available to address the following requirements.

• Sustain concentration and focus in a busy environment.

• Sit and stand for prolonged periods of time.

• Ability to read, analyze and interpret written materials.

• Ability to effectively present information and respond to questions from groups of managers, employees, customers, and vendors.

• Ability to perform mathematical calculations, discounts, proportions and percentages.

• Ability to define problems, collect data, establish facts, and draw valid conclusions.

• Proficient in Microsoft Office, Adobe Acrobat, and other company software required for your position.

• While performing the duties of this job, the employee is regularly required to talk or hear.

• The employee is a occasionally required to stand, walk, and stoop, kneel, or crouch.

Work Environment

General office environment. Position will require extensive time sitting or standing and viewing computer screens. Equal Opportunity Employer: We are an equal opportunity employer. We take pride in the synergistic strength of our employees. They are our greatest assets.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

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~~~.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at ~~~ ~~~. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit ~~~.