Surety Account Manager

Your Responsibilities

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.
  
  

Qualifications

• 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.