Associate Account Manager - Surety (East) at Lockton Companies - UAE

Hartford, Connecticut, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

0.0

Posted On

07 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Bond Preparation, Invoicing, Correspondence, Data Accuracy, Task Management, Workload Prioritization, Contract Review, Surety Management System, Data Input, Communication, Time Management, Spreadsheets, Word Processing, Interpersonal Communication

Industry

Insurance

Description

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

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Responsibilities

The Associate Account Manager supports the surety team by providing high-level customer service, which includes preparing various bonds, invoices, and correspondence while ensuring data accuracy. This role also involves managing tasks efficiently, prioritizing immediate bond needs, assisting with contract reviews, and utilizing the surety management system for various client deliverables.