Senior Account Manager - Surety

Lockton; Kansas City (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton is seeking a detail-oriented Client Services professional in Kansas City, MO to manage bond-related service delivery for our designated book of business. You will respond to client inquiries, document communications, and support bond implementations with accuracy and completeness.

You will also provide bond quotes, prepare compliance communications, and stay informed on regulatory changes while maintaining strict confidentiality of client information.

Qualifications

• Bachelor’s degree or equivalent experience.
• Typically 3–7 years of client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Understands industry trends and governmental regulations.
• Ability to efficiently organize work and manage time to meet deadlines.

Responsibilities

• Services designated book of business related to bonds and client services.
• Responds to client inquiries and maintains documentation of communications and issue resolutions.
• Supports implementation of new bonds, collecting documentation and reviewing details with client and surety.
• Provide quotes for bonds to clients.
• Create and send compliance communications as needed.
• Research industry trends and governmental regulations.
• Process new and renewal billings along with AP/RP billings as needed.
• Maintain confidentiality of information while performing duties.

Skills

Client services

Time management

Communication

Regulatory awareness

Confidentiality

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Data management system

Job description

Your Responsibilities

• 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 ensuring accuracy and completeness, collecting needed documentation, and reviewing obligation details with Client and Surety
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.
• Provide quotes for bonds to clients
• Create and send compliance communications as needed
• Research industry trends and governmental regulations
• 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
• 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
• Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, 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

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically three to seven years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• 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 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 facsimile machine
• 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