Senior Account Manager - Surety
St. Louis, Missouri, United States of America
Client Services
2401KG
Senior Account Manager - Surety
St. Louis, Missouri, United States of America
Client Services
2401KG
Working at Lockton
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.
Business unit
Founders Series
Schedule
Full-time
Job type
Standard
Workplace
In Office
Your Responsibilities
Description:
- Potential to lead/manage individual members of surety operations team.
- Service designated book of business, communicating with clients on a regular basis
- Understand overall business, operations and surety needs of our largest clients
- Build and maintain effective relationships with clients to provide the best possible service on a timely basis, with demonstrated ability to instill confidence and comfort
- Support implementation of new bonds, collecting needed documentation, and reviewing obligation details with client and surety
- Review contracts for relevant information and communicate appropriately to client and surety
- Process needed documentation throughout the life of the bond
- Inform client of any and all changes that may affect surety premiums
- Investigate and assess problem/situations as they arise; bring potential solutions to UM/Surety Consultant for discussion
- Assist UM/Surety Consultant in compiling information for new business opportunities
- Input Client information into data management system, ensuring accuracy and completeness
- Complete new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc.
- Create and send compliance communications as needed
- Delegate invoicing to appropriate Associate
- Engage with Producer, Surety Account Administrator and Accounting Department to determine action plan and assist in collection efforts or billing discrepancies
- Develop and maintain dependable working relationship with carriers and other providers
- Engage in industry-related Associations & events
- Communicates in a positive manner to contribute to a cohesive, pleasant work environment
- Mentor and train junior-level staff
- Assist other associates as needed
- Perform other responsibilities and duties as needed
#LI-SS1
Qualifications
- Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; including planning, allocating, setting goals, delegation, monitoring, organizing, scheduling, and prioritizing
- Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external client
- 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
- Cognizant of workflows on a proactive basis without supervisor intervention
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
- A minimum of 7 years of surety client services experience, with expertise in handling complex accounts
- Demonstrated initiative to support surety leadership working in tandem for an efficient and effective outcome
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills, with demonstrated ability to interact with senior management
- Ability to complete continuing education requirements as needed, including P&C license
- 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 work independently, with a demonstrated understanding of when to involve the UM, Producer, and others
- 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
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal 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 learns from, celebrates and thrives because of our breadth 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 10,000+ Associates doing business in over 100 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.
No Agencies Please
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.
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