Job Description
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
- Understands and performs marketing services to provide the broadest and most competitive quality product for surety clients.
- Understands the overall business, operations, and surety needs of clients anticipating when and how to respond.
- Develops and maintains dependable working relationships with carriers and other providers.
- Understands and keeps informed on surety industry development and products.
- Coordinates market selection for new and renewal business, and maintains communication among producer, client, carrier, and other individuals as needed.
- Builds and maintains relationships with clients to provide the best possible service and demonstrates ability to instill confidence and comfort with clients so that client looks to you and Lockton as a partner.
- Ability to compile, analyze, and interpret complex financial information to facilitate decision making.
- Makes formal presentations to client decision makers.
- Coordinates the servicing efforts to provide maximum service to clients.
- Advocate of the client and steward to the surety industry.
- Leadership of the department and team.
- Provides information concerning surety underwriting, techniques, requirements and product availability to production staff and other associates to enhance their working knowledge of the surety industry.
- Attends staff meetings, department meetings, educational workshops, conventions, carrier functions, industry and trade meetings, and social functions.
- May assist in client account collection efforts.
- Is a role model to all associates in the areas of positive attitude and performance.
- Understands when circumstance require persuasion, conciliation, gentleness, assertiveness, or other approach and reacts appropriately.
- Performs other duties as assigned.
- Bachelor’s Degree in Finance or other business related field; or equivalent education and work experience.
- Minimum of 10 years of surety experience.
- Firm working knowledge of surety business with experience in servicing large contract and/or commercial surety accounts including oil and gas.
- Ability to make decisions in compliance with established department standards.
- Demonstrates professional and tactful negotiation skills.
- Willingness to expand knowledge and effectiveness in the surety industry by successful completion of extended education beyond continuing education requirements for licensing.
- Personal presence to interface with top management of other businesses, in both one-on-one and group situations, representing Lockton in the highest professional manner.
- Ability to travel by automobile or aircraft and to stay for more than one day
- Simultaneous task completion with requirement for making numerous and rapid task decisions with limited information within time restraints in compliance with department standards.
- Organizational and time management skills to prioritize heavy workloads and meet time sensitive deadlines.
- Current valid insurance license.
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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