Senior Account Manager - Surety

Services designated book of business as relating to providing bonds and services for our clients

Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.

Supports implementation of new bonds ensuring accuracy and completeness, collecting needed documentation, and reviewing obligation details with Client and Surety

Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.

Provide quotes for bonds to clients

Create and send compliance communications as needed

Research industry trends and governmental regulations

Process New and Renewal Billings along with AP and or RP billings accurately, as Needed

Protect the confidentiality of information learned by performing the duties of the position

• Processes needed documentation throughout the life of the bond
• Informs Client of any and all changes that may affect surety premiums
• Inputs Client information into data management system, ensuring accuracy and completeness

Delegate invoicing to appropriate associate

Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
• Assists other associates as needed

Performs other responsibilities and duties as needed

Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing

Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients

Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton

Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.

Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed

Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

• Typically three to seven years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed

Ability to attend company, department, and team meetings as required, including industry training sessions

Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

Ability to efficiently organize work and manage time in order to meet deadlines

Ability to travel by automobile and aircraft

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States