Commercial Account Manager - Construction

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 hours ago