Account Executive- Commercial Surety

POSTED ON 12/14/2022 AVAILABLE BEFORE 5/1/2023

Job Posting for Account Executive- Commercial Surety at Commercial Surety - Lockton Careers

The Account Executive-Commercial Surety is the primary business contact for Clients.  They will be skilled communicators and presenters who can find the best fit between client and carrier.  Well organized, passionate about client relations and focused on client satisfaction.  Account Executives assist in new client deals and have the knowledge and skills to work through complicated agreements, details and have a strong ability to assist in closing opportunities.


Role Responsibilities:

  • Understands and performs marketing services to provide the broadest and most competitive quality product for bond/surety clients
  • Serve as a high-level technical Advisor to clients
  • Accountable for client retention
  • Understand client’s industry and market pressures
  • Interface effectively and confidentially with senior management of client and or prospects, presenting Lockton in the highest professional manner
  • Independently lead strategy and negotiation between client and carrier partners
  • Handles high level complex issues and strategies
  • Knows audience with the ability to adapt for any level
  • Has Extensive Knowledge of Surety Products and Markets
  • 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 to provide the best possible service on a timely basis and demonstrates ability to instill confidence and comfort with clients so that client looks to you and to Lockton as more than just an insurance broker, but as a partner in business
  • Conducts 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
  • Makes formal presentations to client decision makers, alone or with other Lockton associates, in a structure providing style
  • Make positive efforts towards 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
  • May be assigned supervisory responsibility for other department associates; and prepares and delivers timely performance evaluations for associates and complies with the Performance Improvement Process
  • Performs other responsibilities and duties as needed



  • 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-  Utilizes critical thinking and problem solving skills at a high-level
  • Exceptional effective questioning
  • 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
  • Expert Communication Skills – Independence and Confident: 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



  • Bachelor’s Degree in Business Administration or related field  and/or 10 years of experience equivalent
  • Typically, more than 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
  • 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 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 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


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