What are the responsibilities and job description for the Account Manager - Surety (East) position at Lockton?
Your Responsibilities
The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
- 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, 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.
- 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
- 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
- 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
- Ability to Create and send compliance communications as needed
- Ability to Research industry trends and governmental regulations
- Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond. develops and maintains dependable working relationships with carriers and other providers.
- Understands and keeps informed on bond/surety industry developments and all products available.
- Has demonstrated the ability to build and Maintain effective relationships with clients to provide the best possible service on a timely basis.
- Self direct and performs at a high level
- Demonstrates critical thinking skills with the ability to identify and evaluate data
- Demonstrates Decision making skills by evaluating options accurately and establish priorities