ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Meets regional Operational standards as outlined by HUB Florida and Hub Corporate
• Manages surety support employees and functions within the department
• Champions communication of goals, vision, and procedures developed by the leadership teams
• Works with Operational Team Leaders, Accounting, Human Resources, and others to manage employees and implement regional projects and directives
• Actively participates in the hiring process and new hire onboarding process
• Provides recommendations for hiring
• Trains employees on duties, expectations, standards, policies and audits and reviews these areas regularly as set by standards; identifies/coordinates additional employee training and development as needed
• Immediately and effectively addresses and resolves employee performance concerns utilizing Regional Human Resources and Operations resources as necessary
• Directs employee workflow, workload and overall performance in accordance with Regional standards
• Provides feedback to management and employees about service structure to improve performance and productivity
• Coordinates time off within department to ensure service level and appropriate reporting of time off
• Assures service standards are being met utilizing the audit and review process
• Assures client service standards are being met
• Creates and recommends new standards and any specialized processes or standards based on business needs
• Conducts annual performance reviews for direct reports
• May manage the service of a book of business directly and may have direct revenue responsibility
• Answers clients/employees questions in a timely manner
• Answers phone inquiries and addresses problems
• Other duties as assigned

• Prepare and coordinate all transactions, paperwork, and internal processing for assigned surety accounts, including applications, billing, policies, invoices, change request, renewals and cancellations
• Prepare invoices, transmittals, renewal certificates and cancellation forms
• 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, including generating renewal updates on accounts specified by the Producer
• Review bond forms for completeness and accuracy
• Prepare surety bonds for delivery to clients
• Communicate with company personnel regarding the clients needs and/or issues
• Maintain an accurate suspense system on all items that require a response
• Field phone calls from surety customers regarding questions about their bonds, renewals, changes payments, cancellations etc.
• Input/maintain data on account management system and ancillary systems
• Provide quality customer service to clients, team members, and carriers

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

REQUIREMENTS:

• 5-7 years of prior surety/insurance work experience OR prior relevant work experience is required
• Florida Property and Casualty license is required
• Professional designations are preferred
• College degree preferred. High school diploma or equivalent is required
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Existing knowledge of systems including SurePath, EPIC and Applied Agency Management System is preferred
• Strong customer service, organization and time management skills
• Strong decision making and problem-solving skills