Account Manager- Surety

Lockton • Irvine, CA

3h

About The Position

The Mountain West Series of Lockton Companies is looking for entrepreneurial-minded individuals to join our growing Surety team. Be a part of an exceptional company voted “Best Places to Work in Insurance” eleven years running.
If you are passionate about delivering excellent client service, have exceptional Excel and Problem-Solving skills, and thrive in a collaborative environment, Lockton is the place for you!
The Account Manager is responsible for servicing the bond needs of agency clients through the production of a quality product prepared on a timely basis.
This individual will handle the day-to-day servicing needs of department clients by facilitating telephone and email requests, responding to billing inquiries, preparing needed support documents, and processing other information requests

Requirements

• The ideal candidate will possess a bachelor’s degree in a business-related program preferred or equivalent education and/or experience required
• A minimum of two years’ experience servicing commercial bond/surety accounts, and a firm working knowledge of the bond and surety business
• Proficiency in the use of Microsoft Word and Excel required
• You must have a high aptitude for accuracy in mathematical calculations

Responsibilities

• Make submissions on bond authorization requests, process bonds in compliance with department guidelines, deadlines, and bid results
• The Account Manager will prepare customer billing statements, correct discrepancies, and make accounting adjustment sheets

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level