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.
The Account Manager is the front-line surety associate responsible for the day-to-day servicing of Lockton’s surety clients. This associate delivers attentive service while adhering to best practices and department policies.
Business unit
Texas Series
- Manage day to day needs of client’s, 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 AE’s and internal Lockton associates.
- Timely follow up on all outstanding items.
- Work with AAM’s 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.
- 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.
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 10,000+ Associates doing business in over 100 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.
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.