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Lockton, Inc.

Account Manager- Surety

Lockton, Inc., Irvine

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Job Summary:
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
Requirements:
  • 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!