Account Manager - Surety (Central)

Lockton; Kansas City (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Lockton in Kansas City is seeking a Surety Specialist to provide the highest level of service for client accounts, coordinate bond-related activities, and ensure accurate documentation. You will handle new and renewal billings, support implementation of bonds, and maintain strong relationships with clients, carriers, and internal teams to deliver timely, compliant results.

The role requires careful data entry, confidentiality, and the ability to communicate changes that may affect premiums.

Qualifications

• Ability to create and send compliance communications as needed.
• Ability to research industry trends and governmental regulations.
• Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond.
• Develops and maintains dependable working relationships with carriers and other providers.
• Understands and keeps informed on bond/surety industry developments and all products available.
• Has demonstrated the ability to build and Maintain effective relationships with clients to provide the best possible service on a timely basis.
• Self direct and performs at a high level; demonstrates critical thinking and prioritization.

Responsibilities

• The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
• Services designated book of business as relating to providing bonds and services for our clients
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.
• Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
• Process New and Renewal Billings along with AP and or RP billings accurately, as Needed
• Protect the confidentiality of information learned by performing the duties of the position
• Processes needed documentation throughout the life of the bond
• Informs Client of any and all changes that may affect surety premiums
• Inputs Client information into data management system, ensuring accuracy and completeness
• Creates and sends compliance communications as needed
• Delegate invoicing to appropriate associate
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
• Assists other associates as needed
• Performs other responsibilities and duties as needed

Skills

Customer service

Bond/Surety knowledge

Communication

Relationship building

Problem solving

Attention to detail

Self-direction

Job description

Responsibilities

• The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
• Services designated book of business as relating to providing bonds and services for our clients
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.
• Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
• Process New and Renewal Billings along with AP and or RP billings accurately, as Needed
• Protect the confidentiality of information learned by performing the duties of the position
• Processes needed documentation throughout the life of the bond
• Informs Client of any and all changes that may affect surety premiums
• Inputs Client information into data management system, ensuring accuracy and completeness
• Creates and sends compliance communications as needed
• Delegate invoicing to appropriate associate
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
• Assists other associates as needed
• Performs other responsibilities and duties as needed

Qualifications

• Ability to Create and send compliance communications as needed
• Ability to Research industry trends and governmental regulations
• Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond.
• Develops and maintains dependable working relationships with carriers and other providers.
• Understands and keeps informed on bond/surety industry developments and all products available.
• Has demonstrated the ability to build and Maintain effective relationships with clients to provide the best possible service on a timely basis.
• Self direct and performs at a high level
• Demonstrates critical thinking skills with the ability to identify and evaluate data
• Demonstrates Decision making skills by evaluating options accurately and establish priorities