What are the responsibilities and job description for the Associate Account Manager - Surety (East) position at Lockton?
Your Responsibilities
The Surety Associate Account Manager provides the highest level of customer service in support to the surety team in servicing the needs of Lockton clients.
Essential Duties:
The Surety Associate Account Manager provides the highest level of customer service in support to the surety team in servicing the needs of Lockton 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, renewal certificates and other client deliverables
- 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
- 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