Account Manager - Surety (East)
Hartford, Connecticut, United States of America
Client Services
2600EW
Account Manager - Surety (East)
Hartford, Connecticut, United States of America
Client Services
2600EW
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.
Atlanta, Conshohocken
Your Responsibilities
The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
- 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, 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.
- 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
- Creates and sends compliance communications as needed
- 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
Qualifications
- Ability to Create and send compliance communications as needed
- Ability to Research industry trends and governmental regulations
- Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond.
develops and maintains dependable working relationships with carriers and other providers.
- Understands and keeps informed on bond/surety industry developments and all products available.
- Has demonstrated the ability to build and Maintain effective relationships with clients to provide the best possible service on a timely basis.
- Self direct and performs at a high level
- Demonstrates critical thinking skills with the ability to identify and evaluate data
- Demonstrates Decision making skills by evaluating options accurately and establish priorities
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 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.
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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