Job description

Your Responsibilities The Associate Account Executive is one of the primary contacts for Clients and is responsible for possessing and applying knowledge of surety trends and related regulations in the course of servicing Clients' surety needs in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards. Role Responsibilities • Understands and performs marketing services to provide the broadest and most competitive quality product for bond/surety clients: • 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. • Coordinates market selection for new and renewal business, and maintains communication among producer, client, carrier, and other individuals, as needed, during the marketing process to protect current business and secure new business. • Builds and maintains effective relationships with clients and demonstrates ability to advise clients on complex surety matters. • Assists with the analysis on client's financial stability reviewing all needed financial documents, credit information, accounting methods, cost records, estimating procedures, and business plans; evaluates client's history of project performance and completion. • Assist in formal presentations to client decision makers, with other Lockton associates such as Client Executives, Surety Account Executive and or Producer. • Assists production in the solicitation of new bond/surety business; makes contacts for new business through participation in industry organizations, developing leads from Commercial Insurance Department associates, and other industry leads. • Coordinates the servicing efforts to provide maximum service to client. • Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer • Communicates in a positive manner to contribute to a cohesive, pleasant work environment. • Protects the confidentiality of information learned by performing the duties of the position. • Mentors and trains junior-level staff • Performs other responsibilities and duties as needed Competencies • 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, Demonstrates Critical thinking skills and strong problem-solving capabilities. • 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 Qualifications • Bachelor's Degree in Business Administration, Finance, Accounting or related field. • Five years of Surety Industry or equivalent experience. • Strong verbal and interpersonal communication skills required • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Demonstrates strong working knowledge and experience within brokerage industry • Understands industry trends and governmental regulations • 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 • 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 Benefits Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success. We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization. “It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.”

Requirements