Senior Account Manager

Senior Surety Specialist -Senior Account Manager

The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client's accounts. There will be large emphasis on organization, file management and external/internal relationships.

Role Responsibilities

• 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

Metric's for Advancement to Senior Surety Specialist II -Associate Account Executive

• Understands and performs marketing services to provide the broadest and most competitive quality product for bond/surety clients.
• Demonstrates strong critical thinking skills as well as problem solving capabilities.
• Ability to coordinate market selection for new and renewal business, and maintains communication among producer, client, carrier, and other individuals, as needed, during the marketing process to protect current business and secure new business.
• Ability to assist with the analysis on client's financial stability reviewing all needed financial documents, credit information, accounting methods, cost records, estimating procedures, and business plans; evaluates client's history of project performance and completion.
• Ability to assist with formal presentation to client decision makers, with other Lockton associates such as UL, AE and or Producer, in a structure providing style.
• Assists production in the solicitation of new bond/surety business; makes contacts for new business through participation in industry organizations, developing leads from Commercial Insurance Department associates, and other industry leads.

Competencies

• 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

Qualifications:

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically, more than 7 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
• Demonstrates strong working knowledge and experience within brokerage industry
• 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 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