Lockton · 5 days ago
Senior Surety Account Manager
Houston, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expLockton is a company that specializes in providing bonds and services for clients. The Senior Surety Account Manager will be responsible for servicing a designated book of business, responding to client inquiries, and ensuring the accuracy of bond implementation and documentation.
Auto InsuranceInsuranceRisk Management
Responsibilities
Services designated book of business as relating to providing bonds and services for our clients
Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution
Supports implementation of new bonds ensuring accuracy and completeness, collecting needed documentation, and reviewing obligation details with Client and Surety
Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution
Provide quotes for bonds to clients
Create and send compliance communications as needed
Research industry trends and governmental regulations
Process New and Renewal Billings along with AP and or RP billings accurately, as Needed
Protect the confidentiality of information learned by performing the duties of the position
Processes needed documentation throughout the life of the bond
Inform Client of any and all changes that may affect surety premiums
Inputs Client information into data management system, ensuring accuracy and completeness
Delegate invoicing to appropriate associate
Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
Communicates in a positive manner to contribute to a cohesive, pleasant work environment
Assists other associates as needed
Performs other responsibilities and duties as needed
Qualification
Required
Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
Typically three to seven years of Client services experience is required
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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2025-09-23
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