Associate Account Manager

Administration

Responsibilities

• Responds to client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Researches an issues' root cause, implements, and resolves policy-related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related client guidance
• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
• Engages in limited client strategy meetings to manage insured expectations for upcoming term
• Gathers and compiles exposure information from the client, including compiling loss-run schedules and SOV's
• Establishes an expertise in property modeling and exposure evaluation
• Participates in negotiations with carriers for new and renewal quotes with oversight
• Collaborates with senior staff in selecting new markets for submission and requesting quotes
• Helps review new business opportunity information and provides related recommendations to Unit Manager / Account Executive / Producer
• Establishes and maintains relationships and interfaces with clients, carriers, and other vendors
• Reviews 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
• Informs client of any and all changes that may affect insurance premiums or coverage
• 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
• Performs other responsibilities and duties as needed

Compensation and Benefits

Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state / local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.

Performance Bonus : This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the associate.

Check out Lockton Benefits Offerings

Qualifications

Additional Information