What are the responsibilities and job description for the Surety Account Manager position at Lockton, Inc.?
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.
Surety Account Manager (Hybrid Position in Conshohocken, PA or West Hartford, CT)
Lockton Companies – Northeast
Are you passionate about providing exceptional customer service and managing surety accounts? Join our dynamic team as a Surety Account Manager and make a significant impact!
Role Responsibilities:
- Day-to-Day Servicing : Oversee the daily management of clients’ surety programs, including bond execution and lifecycle document maintenance.
- Client Service : Deliver bonds and services, respond to inquiries, maintain documentation, and support new bond implementations.
- Billing and Documentation: Handle new and renewal billings, ensure accuracy, maintain confidentiality, and manage documentation throughout the bond's life.
- Communication : Collaborate effectively with clients, underwriters, partners, and internal teams. Keep clients informed about industry changes and proactively address evolving bond requirements.
- Collaboration: Partner with account executives and practice leaders to establish and maintain client surety programs. Participate in client meetings, maintain account notes, and create client-facing surety program dashboards and documents.
- Relationship Building : Foster positive relationships with surety markets and clients.
Competencies:
- Time Management and Organization: Efficiently plan, allocate, set goals, delegate, and prioritize tasks. Follow up on short and long-term tasks to completion.
- Professionalism and Client Focus: Conduct yourself respectfully, nurture client relationships, and contribute to overall success.
- Reliability and Communication: Complete tasks on time, express ideas clearly, and resolve conflicts.
- Industry Knowledge: Stay current on industry issues and maintain expertise.
- Leadership and Influence: Drive change within the organization and positively influence others. Mentor junior team members and lead by example.
- Skills and Decision Making : Demonstrate strong critical thinking, effective decision-making abilities, and a high level of self-direction.
- Education and Experience: Bachelor's degree in a business-related field or equivalent experience. For Account Manager positions: 3 to 5 years of surety client service experience. For Senior Account Manager positions: 6 or more years of relevant experience.
- Skills: Proficient in bond and surety business with experience in servicing contract and commercial surety accounts. Strong verbal and interpersonal communication skills. Familiarity with Microsoft Office, online surety issuing systems, and SurePath/Tinubu platform are a plus.
- Other Requirements: Ability to obtain and maintain state-specific P&C Insurance License and Notary Public.
- Professional Skills: Ability to understand and execute oral and written instructions, communicate professionally and tactfully, and instill confidence and comfort in external clients.
- Work Environment: Contribute to a cohesive, flexible, and pleasant work environment. Willingness to expand knowledge and effectiveness in the surety industry through extended classes and workshops. Some travel may be necessary.
Benefits:
- Comprehensive health plan coverage including medical, dental, vision, and behavioral health.
- Paid holidays, vacation, personal days, and sick time.
- 12 weeks of paid parental leave.
- 401(k) plan with a generous company match.
- Life, accident, and disability insurance.
- Critical illness insurance.
- 24/7 NurseLine and associate assistance program.
- Company-sponsored athletic and wellness events.
- Support for volunteering for a charity of your choice.
- A highly engaging culture with happy hours, holiday parties, and annual family outings.
- Professional development opportunities.
Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.
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.
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.
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.
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.
