Senior Account Manager - Surety
Posted
- 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