Associate Account Manager - Surety (Central)

Lockton Companies; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Lockton Companies in Kansas City, MO is seeking an Associate Account Manager - Surety to deliver high‑level client service and support the surety team. You will prepare bonds, invoices, and correspondence, file documents promptly, and help Account Managers with workload prioritization and contract reviews.

Proficiency with Excel and data handling is useful. The role emphasizes accurate data processing, effective communication, and teamwork within a collaborative, client‑focused environment.

Qualifications

• Bachelor’s degree in Business or related field or high school diploma with equivalent experience.
• Detail oriented with strong time management to meet deadlines.
• Proficient with office equipment and word processing; capable with spreadsheets.

Responsibilities

• Prepare bonds, invoices and correspondence, ensuring accuracy and adherence to procedures.
• File bonds and correspondence promptly in the appropriate area.
• Support Account Managers by managing tasks and prioritizing workload.
• Process bond needs promptly and assist in contract reviews when needed.
• Utilize the surety system to prepare bonds, process billings and renewals.

Skills

Organizational skills

Time management

Communication skills

Detail oriented

Customer service

Education

Bachelor’s degree in Business or related field

Tools

Excel

Job description

Associate Account Manager - Surety (Central)

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 Surety Associate Account Manager provides the highest level of customer service in support to the surety team in servicing the needs of Lockton clients.

Essential Duties:

• Prepare various bonds, invoices, and correspondence with the ability to verify by sight that keyed data is accurate, complete and conforms to established procedures
• Promptly file bonds and correspondence in the appropriate area
• Managed tasks and duties quickly and efficiently in support of Account Managers
• Continually prioritize workload to ensure new/immediate bond needs are met within the appropriate time frame
• Assist in review of contracts for relevant information and communicate findings to Account Manager
• Utilize surety management system to prepare bonds, as well as process billings, renewal certificates and other client deliverables
• Invoice clients for new and renewal bonds; prepare summary billings when required
• Prepare list of outstanding bonds using surety management system in Excel format
• Assist in setting up new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc.
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
• Perform other responsibilities and duties as needed

Qualifications

• Bachelor’s degree in Business or related field and/or 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 computer terminal and keyboard, calculator and photocopier
• Ability to work with computer technology with little instruction and proficiency at spreadsheets and word processing
• Strong verbal and interpersonal communication required
• Ability to complete continuing education requirements as needed
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• 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.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

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.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.