Account Manager

4 weeks ago


Houston, United States Lockton, Inc. Full time
Job Summary:

The Account Manager is the front-line surety associate responsible for the day-to-day servicing of Locktons surety clients. This associate delivers attentive service while adhering to best practices and department policies.

Manage day to day needs of clients, bond issuance, riders, cancellations, etc.

Assist in the marketing and services including quality documentation preparation for external and internal clients; request financials, WIP schedules, contractor questionnaires, etc.

Maintain client confidentiality.

Set up and maintain the Access, Sure Path and Image Right database with all bond documentation for clients and prospects as well as department and carrier information.

Act as intermediary between client and underwriter along with the Surety AEs and internal Lockton associates.

Timely follow up on all outstanding items.

Work with AAMs to assure collection of past due items and escalate as needed.

Create bond reports for clients as requested.

Performs duties and responsibilities thoroughly and reliably.

Request and review/analyze financial information on an as needed basis.

Participate in various Lockton and departmental meetings and Lockton meetings/events.

If a P&C License is held - maintain license by obtaining required CE credits in a timely manner.

Complete special projects and assist others as needed.

Is a role model and self-motivated.

Requirements:

Bachelor's degree in Business or related field; or equivalent education and/or work experience.

Firm working knowledge of bond and surety business with experience in servicing contract and commercial surety accounts.

Willingness and ability to expand knowledge and effectiveness in the surety industry by successful completion of extended classes and workshops related to surety.

Effective time management skills necessary to prioritize workflow and manage priorities.

Demonstrates interpersonal communication skills and ability to interact with Producers and Associates at all levels of responsibility.

Demonstrates client interaction skills.

Strong working knowledge of MS Excel and Word.

General understanding of financial statements and reporting.

Recognize and understand all stakeholders in the negotiating and account management process.
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