Surety Specialist at Lockton Companies (Kansas City, MO)

| Kansas City, MO
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Description:
  • Assists in the preparation, coordination and documentation of data analysis projects in the Surety Department.
  • 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 resolutions
  • Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
  • Requests and collects quotes from sureties
  • Provide quotes for bonds to clients
  • Processes needed documentation throughout the life of the bond
  • Informs Client of any and all changes that may affect surety premiums
  • Gathers and compiles information for new business opportunities
  • Inputs Client information into data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings
  • 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
  • Researches industry trends and governmental regulations
  • 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

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Qualifications:
  • 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 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
More Information on Lockton Companies
Lockton Companies operates in the Insurance industry. The company is located in Bellevue, WA, Irvine, CA, Denver, CO, Omaha, NE, Kansas City, MO, Chicago, IL, New York, NY and Farmington, CT. Lockton Companies was founded in 1966. It has 7500 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 97 open jobs at Lockton Companies, click here.
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