Account Services Administrator (Surety)

Houston, Texas

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

  • Send anniversary reports to all clients for upcoming renewals.
  • Send anniversary reports internally to AM’s for review and feedback on bonds that may be closing out or any account issues.
  • Processing all renewals in Sure Path.
  • Issuing all bond renewal documents; renewal bonds, continuation certificates and/or verification certificates.
  • Assist AM”s and AE’s on bid bond and final bond issuance as needed.
  • Obtaining renewal invoices from the respective surety companies.
  • Filing the renewal invoices in ImageRight.
  • Process Federal Express envelopes as needed.
  • Participate in various Lockton and departmental meetings.
  • Complete special projects as needed.


Requirements:

  • High School education and work experience, Bachelor's degree preferred.
  • No bond experience necessary.
  • Demonstrates interpersonal communication skills and ability to interact with associates at all levels of responsibility.
  • Demonstrates client interaction skills.
  • Strong working knowledge of Microsoft products (Word, Excel, Outlook).
  • Understanding of general accounting.
  • Demonstrates analytical and problem-solving skills.
  • High aptitude for mathematical calculations, including multiplication, division, and percentages.


Created: 2024-09-06
Reference: 2401BU
Country: United States
State: Texas
City: Houston
ZIP: 77069

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