Lockton

Compensation

Full Description

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts. Position responsibilities • Services designated book of business as relating to marketing, claims, and administration • Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions • Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier • Ensure accuracy of exposure information from the Client, including reviewing loss-run schedules and client stratifications • Requests and collects quotes (new and renewal) from carriers • Audits quotes, binders, and endorsements and makes requests for changes as needed • Process audits and creates audit analysis for Client • Receives policy, then updates and completes policy check to ensure completeness • Updates specifications, application, and summary information to reflect changes during the year • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff • Binds coverage under direction of the Unit Manager/Account Executive • Informs Client of all changes that may affect insurance premiums or coverage • Gathers and compiles information for new business opportunities • Inputs client information into the data management system, ensuring accuracy and completeness • Generates materials for Client presentations and meetings • Creates and sends compliance communications as needed • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies • Performs other work-related duties as needed #LI-DA2 Position qualifications • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Typically, two or more years of Client services experience is required • Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Strong attention to detail required • Ability to attend industry training sessions as needed • Understands industry trends and governmental regulations • Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed • Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines. • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner • Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed • Legally able to work in the United States