Surety Client Manager

3 weeks ago


Columbus, Ohio, United States HUB International Full time
Job Summary:

Overmyer Hall Associates, a Hub International company, is seeking a Client Manager to join their Surety team. The ideal candidate will assist Producers with the servicing of assigned surety accounts, ensuring compliance with the company's practices, policies, and procedures.

About the Role:

The Client Manager will be responsible for preparing and coordinating all transactions, paperwork, and internal processing for assigned surety accounts. This includes applications, billing, policies, invoices, change requests, renewals, and cancellations. The successful candidate will also review and process change requests in the agency management system, set up and maintain new and renewal client files, and participate in the renewal preparation process.

Key Responsibilities:

* Prepare and coordinate all transactions, paperwork, and internal processing for assigned surety accounts
* Review and process change requests in the agency management system
* Set up and maintain new and renewal client files
* Participate in the renewal preparation process
* Review bond forms for completeness and accuracy
* Prepare surety bonds for delivery to clients

Requirements:

* 2-3 years of prior surety/insurance work experience OR prior relevant work experience
* Ohio Property and Casualty license is required
* Professional designations are preferred
* College degree preferred. High school diploma or equivalent is required

What We Offer:

At HUB International, we believe in investing in the future of our employees. We offer a competitive salary, comprehensive benefits package, and opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for customer service, we encourage you to apply for this exciting opportunity.

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