Associate Account Manager - Surety (Central)

Lockton•Kansas City, MO

11h

About The Position

The Surety Associate Account Manager provides the highest level of customer service in support of the surety team in servicing the needs of Lockton clients. The role prepares bonds, invoices, correspondence, renewal certificates, and other client deliverables; supports Account Managers; and helps ensure new and immediate bond needs are handled within appropriate time frames. The position also assists with contract review and new account transitions, maintains client records, and contributes to a positive work environment.

Requirements

Bachelor’s degree in Business or a related field, and/or a 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 a computer terminal and keyboard, calculator, and photocopier.
Ability to work with computer technology with little instruction and proficiency with spreadsheets and word processing.
Strong verbal and interpersonal communication skills.
Ability to complete continuing education requirements as needed.
Ability to comply with company policies and procedures and proactively protect the confidentiality of client and company information.
Legally able to work in the United States.

Responsibilities

Prepare bonds, invoices, and correspondence, verifying that keyed data is accurate, complete, and conforms to established procedures.
Promptly file bonds and correspondence in the appropriate area.
Manage tasks and duties quickly and efficiently in support of Account Managers.
Prioritize workload continually to ensure new and immediate bond needs are met within the appropriate time frame.
Assist in reviewing contracts for relevant information and communicate findings to the Account Manager.
Use the surety management system to prepare bonds and process billings, renewal certificates, and other client deliverables.
Invoice clients for new and renewal bonds and prepare summary billings when required.
Prepare lists of outstanding bonds using the surety management system in Excel format.
Assist with new account transitions, including discovering existing bonds, setting up new account files, invoicing, and data input.
Communicate positively to contribute to a cohesive, pleasant work environment.
Perform other responsibilities and duties as needed.