Lockton

Compensation

Full Description

Your Responsibilities The Professional and Executive Risk 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 • Gathers and compiles exposure information from the Client • Requests and collects quotes (new and renewal) from carriers • Audits quotes, binders, and endorsements and makes requests for changes as needed • 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 any and all changes that may affect insurance premiums or coverage • Gathers and compiles information for new business opportunities • Inputs Client information into data management system, ensuring accuracy and completeness • Generates materials for Client presentations and meetings • Creates and sends compliance communications as needed • Issues and processes Client invoicing • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies • Researches industry trends and governmental regulations • Performs other responsibilities and duties as needed Qualifications Position qualifications • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Typically, three to 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 • 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