Account Manager - Surety (Central)

Lockton

Kansas City, MO

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JOB DETAILS

SKILLS

Accounting, Accounts Payable, Billing, Bond Market, Business Operations, Customer Relations, Customer Support/Service, Data Management, Documentation, Establish Priorities, Government Regulations, Industry/Trade Analysis, Options Analysis, Problem Solving Skills, Research Skills, Sales Management, Surety Bonds, Time Management

LOCATION

Kansas City, MO

POSTED

2 days ago

Job Summary:

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

Requirements:

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

About the Company

Lockton

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Account Manager - Surety (Central)

Lockton

Kansas City, MO

About the Company

Lockton

Resume Resources

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