Associate Account Manager - Surety; East

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.

• 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