Surety Account Administrator

Job Summary:

Locations: Kansas City, MO; St. Louis, MO; Memphis, TN

The Surety Account Administrator provides the highest level of customer service in support to the surety team in servicing the needs of Lockton construction clients.

Essential Duties:

• Prepare various bonds, invoices, and correspondence with the ability to verify by sight that keyed data is accurate, complete and conforms to established procedures

• Promptly file bonds and correspondence in the appropriate area

• Managed tasks and duties quickly and efficiently in support of Account Managers

• Continually prioritize workload to ensure new/immediate bond needs are met within the appropriate time frame

• Assist in review of contracts for relevant information and communicate findings to Account Manager

• Utilize surety management system to prepare bonds, as well as process billings

• Invoice clients for new and renewal bonds; prepare summary billings when required

• Prepare list of outstanding bonds using surety management system in Excel format

• Assist in setting up new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc.

• Communicates in a positive manner to contribute to a cohesive, pleasant work environment

• Performs other responsibilities and duties as needed

Requirements:

Qualifications:

• Bachelor's degree in Business or related field and/or High School diploma and equivalent education and/or experience

• Detail oriented, with organization and time management skills to meet time-sensitive deadlines

• Ability to use office equipment such as computer terminal and keyboard, calculator and photocopier

• Ability to work with computer technology with little instruction and proficiency at spreadsheets and word processing

• Strong verbal and interpersonal communication required

• Ability to complete continuing education requirements as needed

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

• Legally able to work in the United States