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Lockton · 2 weeks ago

Account Manager- Surety

Irvine, CA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Lockton is a leading company in the insurance sector, recognized as one of the Best Places to Work in Insurance for eleven consecutive years. They are seeking an entrepreneurial-minded Account Manager to service the bond needs of agency clients, ensuring timely production and quality service.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

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

Qualification

Commercial bond experienceSurety business knowledgeMicrosoft ExcelMicrosoft WordClient service skillsMathematical accuracyProblem-solving skills

Required

Equivalent education and/or experience required

A minimum of two years' experience servicing commercial bond/surety accounts

Firm working knowledge of the bond and surety business

Proficiency in the use of Microsoft Word and Excel required

High aptitude for accuracy in mathematical calculations

Preferred

Bachelor's degree in a business-related program preferred

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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2023 (1)