Account Manager - Surety

Houston, Texas

Employer: Lockton, Inc.
Industry: 
Salary: Competitive
Job type: Full-Time
Job Summary:

  • Manage day to day needs of client’s, bond issuance, riders, cancellations, etc.
  • Assist in the marketing and services including quality documentation preparation for external and internal clients; request financials, WIP schedules, contractor questionnaires, etc.
  • Maintain client confidentiality.
  • Set up and maintain the Access, Sure Path and Image Right database with all bond documentation for clients and prospects as well as department and carrier information.
  • Act as intermediary between client and underwriter along with the Surety AE’s and internal Lockton associates.
  • Timely follow up on all outstanding items.
  • Work with AAM’s to assure collection of past due items and escalate as needed.
  • Create bond reports for clients as requested.
  • Performs duties and responsibilities thoroughly and reliably.
  • Request and review/analyze financial information on an as needed basis.
  • Participate in various Lockton and departmental meetings and Lockton meetings/events.
  • If a P&C License is held - maintain license by obtaining required CE credits in a timely manner.
  • Complete special projects and assist others as needed.
  • Is a role model and self-motivated.


Requirements:

  • Bachelor's degree in Business or related field; or equivalent education and/or work experience.
  • Firm working knowledge of bond and surety business with experience in servicing contract and commercial surety accounts.
  • Willingness and ability to expand knowledge and effectiveness in the surety industry by successful completion of extended classes and workshops related to surety.
  • Effective time management skills necessary to prioritize workflow and manage priorities.
  • Demonstrates interpersonal communication skills and ability to interact with Producers and Associates at all levels of responsibility.
  • Demonstrates client interaction skills.
  • Strong working knowledge of MS Excel and Word.
  • General understanding of financial statements and reporting.
  • Recognize and understand all stakeholders in the negotiating and account management process.
Created: 2024-07-04
Reference: 2400N5
Country: United States
State: Texas
City: Houston
ZIP: 77069

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