Account Manager

Job Summary:

Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of our associates and clients. The Account Manager will provide personalized support a specified book of business with a focus on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be "Uncommonly Independent", Apply Today!

Primary responsibilities include:

•Work in conjunction with Account Executives and/or Producers to manage an assigned book of busine

•Responsible for coordination and execution of administrative and service functions for assigned account

•Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier

•Gather and compile exposure information, including loss-runs and stratification

•Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.

•Request and collect new and renewal quotes from carrier

•Audit policies, quotes, binders, and endorsements to ensure accuracy and completene

•Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy

•Bind coverage under the direction of the Unit Manager and/or Account Executive

•Generate marketing and informational material for client presentations and meeting

•Create and send compliance communications, as needed

•Assist with the issuance and processing of client invoicing and bill discrepancies. This will also involve working with the Surplus Lines Department, as needed.

•Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton

•Manage and oversee the Certificate of Insurance and ID card process.

•Support the teams with Image Right filing, managing open items list, and contract review

•Additional tasks, as requested by leadership

Requirements:

The most qualified candidate will possess the following:

• Bachelor's Degree in Insurance and Risk Management, Business, or related field preferred

• Minimum of two (2) years of related commercial, underwriting, or risk management experience

• Prior brokerage, insurance industry and/or client services experience strongly preferred

• Experience in commercial lines coverages


• General understanding of casualty insurance coverage

• Working knowledge of Microsoft Office Products (Excel, Word, and PowerPoint)

• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/client

• Strong organizational and time-management skills with the ability to work within high-pressure time constraint

• Effective critical thinker with the ability to resolve complex client service issue

• Technical aptitude with the ability to learn systems and processes quickly

• Willingness to travel and work outside of normal business hours, as needed

• Legally able to work in the United State