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 book of business, focused in the construction vertical. 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 business
- Responsible for coordination and execution of administrative and service functions for assigned accounts
- 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 stratifications
- 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 carriers
- Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
- 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 meetings
- 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 reviews
- Additional tasks, as requested by leadership
Requirements :
- 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 coverages
- 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 / clients
- Strong organizational and time-management skills with the ability to work within high-pressure time constraints
- Effective critical thinker with the ability to resolve complex client service issues
- Technical aptitude with the ability to learn systems and processes quickly
- Willingness to travel and work outside of normal business hours, as needed
7 days ago