Senior Account Manager - Commercial Surety
Lockton, Kansas City, MO, United States
Overview
Your Responsibilities
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.
Responsibilities
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
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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.
Responsibilities
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
#J-18808-Ljbffr