Senior Account Manager - Commercial Surety

Kansas City, Missouri, United States of America At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. The 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. 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 Consultant 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 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 clients 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 Typically 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 Strong working knowledge and experience within the brokerage industry 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 scanner 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 Equal Opportunity Statement Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. #J-18808-Ljbffr