Billing, Bond Market, Communication Skills, Contract Review, Customer Support/Service, Data Entry, Establish Priorities, Procedure Development, Sales Management, Surety Bonds
The Surety Associate Account Manager provides the highest level of customer service in support to the surety team in servicing the needs of Lockton clients.
Essential Duties:
- Prepare various bonds, invoices, and correspondence with the ability to verify by sight that keyed data is accurate, complete and conforms to established procedures
- Promptly file bonds and correspondence in the appropriate area
- Managed tasks and duties quickly and efficiently in support of Account Managers
- Continually prioritize workload to ensure new/immediate bond needs are met within the appropriate time frame
- Assist in review of contracts for relevant information and communicate findings to Account Manager
- Utilize surety management system to prepare bonds, as well as process billings, renewal certificates and other client deliverables
- Invoice clients for new and renewal bonds; prepare summary billings when required
- Prepare list of outstanding bonds using surety management system in Excel format
- Assist in setting up new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc.
- Communicates in a positive manner to contribute to a cohesive, pleasant work environment
- Performs other responsibilities and duties as needed