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Account Manager - Surety (Central)

Search · lockton.com
Kansas CityLead / Manager
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Straight from the company’s own careers site.

The job in short

Surety bond account management sales.

AccountingCompliance

Details

Found
30 d ago · posted 2026-10-04
Location
MO-Kansas City

Full description

• The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts. • 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, 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. • 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 • Creates and sends compliance communications as needed • 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 • Ability to Create and send compliance communications as needed • Ability to Research industry trends and governmental regulations • Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond. • Develops and maintains dependable working relationships with carriers and other providers. • Understands and keeps informed on bond/surety industry developments and all products available. • Has demonstrated the ability to build and maintain effective relationships with clients to provide the best possible service on a timely basis. • Self direct and performs at a high level • Demonstrates critical thinking skills with the ability to identify and evaluate data • Demonstrates Decision making skills by evaluating options accurately and establish priorities

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