Surety Account Manager: Client Success & Bond Admin

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

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.