Associate Account Manager - Surety (East)

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

•    Bachelor’s degree in Business or related field and/or High School diploma and equivalent education and/or experience
•    Detail oriented, with organization and time management skills to meet time-sensitive deadlines
•    Ability to use office equipment such as computer terminal and keyboard, calculator and photocopier
•    Ability to work with computer technology with little instruction and proficiency at spreadsheets and word processing
•    Strong verbal and interpersonal communication required
•    Ability to complete continuing education requirements as needed 
•    Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
•    Legally able to work in the United States