Account Manager- Surety

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Irvine, California, United States of America

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Client Services

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250171

Apply now

Account Manager- Surety

Location Icon

Irvine, California, United States of America

Bag Icon

Client Services

Profile Icon

250171

Apply now
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.

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About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.

A few of the reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • A huge emphasis on community involvement
  • Frequent athletic and wellness events
  • Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
Business unit

West Series

Salary

$100,000-$110,000

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

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Your Responsibilities

The Mountain West Series of Lockton Companies is looking for entrepreneurial-minded individuals to join our growing Surety team. Be a part of an exceptional company voted “Best Places to Work in Insurance” eleven years running. 

If you are passionate about delivering excellent client service, have exceptional Excel and Problem-Solving skills, and thrive in a collaborative environment, Lockton is the place for you!

Position responsibilities

  • The Account Manager is responsible for servicing the bond needs of agency clients through the production of a quality product prepared on a timely basis.    
  • This individual will handle the day-to-day servicing needs of department clients by facilitating telephone and email requests, responding to billing inquiries, preparing needed support documents, and processing other information requests
  • Make submissions on bond authorization requests, process bonds in compliance with department guidelines, deadlines, and bid results
  • The Account Manager will prepare customer billing statements, correct discrepancies, and make accounting adjustment sheets
     
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Qualifications

  • The ideal candidate will possess a bachelor’s degree in a business-related program preferred or equivalent education and/or experience required
  • A minimum of two years’ experience servicing commercial bond/surety accounts, and a firm working knowledge of the bond and surety business
  • Proficiency in the use of Microsoft Word and Excel required
  • You must have a high aptitude for accuracy in mathematical calculations

If you are ready to experience the Lockton difference, APPLY NOW!

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 12,500+ Associates doing business in over 140 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.

Learn more about your Lockton experience

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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