Account Manager

Lockton•Dallas, TX

11d

About The Position

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 specified book of business with a focus on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”, Apply Today!

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
Legally able to work in the United States

Responsibilities

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