Account Manager - Real Estate

Lockton•Seattle, WA

About The Position

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.

Requirements

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

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