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