Surety Specialist at Lockton Companies

Surety Specialist

Lockton Companies

Kansas City, MO

Full Time

Job Description

Description:

Assists in the preparation, coordination and documentation of data analysis projects in the Surety Department.
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 resolutions
Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
Requests and collects quotes from sureties
Provide quotes for bonds to clients
Processes needed documentation throughout the life of the bond
Informs Client of any and all changes that may affect surety premiums
Gathers and compiles information for new business opportunities
Inputs Client information into data management system, ensuring accuracy and completeness
Generates materials for Client presentations and meetings
Creates and sends compliance communications as needed
Delegate invoicing to appropriate associate
Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
Researches industry trends and governmental regulations
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

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Qualifications:

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 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

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