• 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 • Informs 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 • Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing • Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients • Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton • Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment. • Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area • 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