Senior Bond & Client Services Manager

Lockton Companies; Kansas City (MO); On-site; USD 55,000 - 85,000; Full time

Job summary

Lockton Companies in Kansas City, Missouri seeks a Client Services professional to manage bond-related client interactions and documentation. The role supports bond implementations, billing, and communications, ensuring accurate data handling and compliance with regulations.

Strong MS Office skills and travel ability are required. The ideal candidate has a Bachelor’s degree and several years of client services experience, with excellent verbal and interpersonal communication.

Qualifications

• Bachelor’s Degree in Business Administration or related field.
• 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 travel by automobile and aircraft.

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.
• 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.
• Protect the confidentiality of information learned by performing the duties of the position.
• Inputs Client information into data management system, ensuring accuracy and completeness.

Skills

Communication

Interpersonal skills

Time management

Detail oriented

Education

Bachelor

Tools

Microsoft Office Suite

Data management system

Job description

Lockton Companies in Kansas City, Missouri seeks a Client Services professional to manage bond-related client interactions and documentation. The role supports bond implementations, billing, and communications, ensuring accurate data handling and compliance with regulations.

Strong MS Office skills and travel ability are required. The ideal candidate has a Bachelor’s degree and several years of client services experience, with excellent verbal and interpersonal communication.