<p>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.</p> <p>Essential Duties:</p> <ul> <li>Prepare various bonds, invoices, and correspondence with the ability to verify by sight that keyed data is accurate, complete and conforms to established procedures </li><li>Promptly file bonds and correspondence in the appropriate area </li><li>Managed tasks and duties quickly and efficiently in support of Account Managers </li><li>Continually prioritize workload to ensure new/immediate bond needs are met within the appropriate time frame </li><li>Assist in review of contracts for relevant information and communicate findings to Account Manager </li><li>Utilize surety management system to prepare bonds, as well as process billings, renewal certificates and other client deliverables </li><li>Invoice clients for new and renewal bonds; prepare summary billings when required </li><li>Prepare list of outstanding bonds using surety management system in Excel format </li><li>Assist in setting up new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc. </li><li>Communicates in a positive manner to contribute to a cohesive, pleasant work environment </li><li>Performs other responsibilities and duties as needed </li></ul>