Account Manager - Surety (Central)

Lockton Inc

Kansas City, MO

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JOB DETAILS

SKILLS

Accounting, Accounts Payable, Billing, Bond Market, Customer Support/Service, Data Management, Documentation, Problem Solving Skills, Sales Management

LOCATION

Kansas City, MO

POSTED

8 days ago

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

About the Company

Lockton Inc

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Account Manager - Surety (Central)

Lockton Inc

Kansas City, MO

About the Company

Lockton Inc

Resume Resources

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