Account Manager - Surety

Job Summary:

The Account Manager is the front-line surety associate responsible for the day-to-day servicing of Lockton's surety clients. This associate delivers attentive service while adhering to best practices and department policies.

• Manage day to day needs of client's, bond issuance, riders, cancellations, etc.

• Assist in the marketing and services including quality documentation preparation for external and internal clients; request financials, WIP schedules, contractor questionnaires, etc.

• Maintain client confidentiality.

• Set up and maintain the Access, Sure Path and Image Right database with all bond documentation for clients and prospects as well as department and carrier information.

• Act as intermediary between client and underwriter along with the Surety AE's and internal Lockton associates.

• Timely follow up on all outstanding items.

• Work with AAM's to assure collection of past due items and escalate as needed.

• Create bond reports for clients as requested.

• Performs duties and responsibilities thoroughly and reliably.

• Request and review/analyze financial information on an as needed basis.

• Participate in various Lockton and departmental meetings and Lockton meetings/events.

• If a P&C License is held - maintain license by obtaining required CE credits in a timely manner.

• Complete special projects and assist others as needed.

• Is a role model and self-motivated.

Requirements:

• Bachelor's degree in Business or related field; or equivalent education and/or work experience.

• Firm working knowledge of bond and surety business with experience in servicing contract and commercial surety accounts.

• Willingness and ability to expand knowledge and effectiveness in the surety industry by successful completion of extended classes and workshops related to surety.

• Effective time management skills necessary to prioritize workflow and manage priorities.

• Demonstrates interpersonal communication skills and ability to interact with Producers and Associates at all levels of responsibility.

• Demonstrates client interaction skills.

• Strong working knowledge of MS Excel and Word.

• General understanding of financial statements and reporting.

• Recognize and understand all stakeholders in the negotiating and account management process.