What are the responsibilities and job description for the Senior Account Manager - Surety position at Lockton?
Your 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
- 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
- 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 in order 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