Senior Account Manager - Surety

Job Summary:

Description:

The Senior Surety Specialist/Senior Surety Account Manager takes a leadership role in providing the highest level of customer services in servicing, supporting and coordinating clients’ accounts. They are one of the primary surety contacts for clients and are responsible for servicing clients’ regular surety needs in an innovative and efficient manner.

Essential Duties:

• Potential to lead/manage individual members of surety operations team.
• Service designated book of business, communicating with clients on a regular basis
• Understand overall business, operations and surety needs of our largest clients
• Build and maintain effective relationships with clients to provide the best possible service on a timely basis, with demonstrated ability to instill confidence and comfort
• Support implementation of new bonds, collecting needed documentation, and reviewing obligation details with client and surety
• Review contracts for relevant information and communicate appropriately to client and surety
• Process needed documentation throughout the life of the bond
• Inform client of any and all changes that may affect surety premiums
• Investigate and assess problem/situations as they arise; bring potential solutions to UM/Surety Consultant for discussion
• Assist UM/Surety Consultant in compiling information for new business opportunities
• Input Client information into data management system, ensuring accuracy and completeness
• Complete new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc.
• Create and send compliance communications as needed
• Delegate invoicing to appropriate Associate
• Engage with Producer, Surety Account Administrator and Accounting Department to determine action plan and assist in collection efforts or billing discrepancies
• Develop and maintain dependable working relationship with carriers and other providers
• Engage in industry-related Associations & events
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
• Mentor and train junior-level staff
• Assist other associates as needed
• Perform other responsibilities and duties as needed

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Requirements:

Competencies:

• Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; including planning, allocating, setting goals, delegation, monitoring, organizing, scheduling, and prioritizing
• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external client
• 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
• Cognizant of workflows on a proactive basis without supervisor intervention

Qualifications:

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• A minimum of 7 years of surety client services experience, with expertise in handling complex accounts
• Demonstrated initiative to support surety leadership working in tandem for an efficient and effective outcome
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills, with demonstrated ability to interact with senior management
• Ability to complete continuing education requirements as needed, including P&C license
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to work independently, with a demonstrated understanding of when to involve the UM, Producer, and others
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States