Senior Account Manager - Surety

• 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