Account Manager

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 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 This position may be eligible for annual discretionary bonus consideration. Additional Information * Maximum Salary : US Dollar (USD) 86,000 * Minimum Salary: US Dollar (USD) 65,000

Created: 2025-01-30