Account Manager - Energy

Lockton•Houston, TX

About The Position

The Account Manager – Energy services a designated book of business, supporting client marketing, claims, and administration. The role responds to client inquiries, maintains records of communications and issue resolutions, and supports implementation of new coverage lines by setting up accounts, gathering documentation, and reviewing plan details with clients and carriers. The position gathers and compiles client exposure information, including loss-run schedules and client stratifications; requests and collects new and renewal quotes; audits quotes, binders, endorsements, policies, and audits; and processes policy updates, client invoicing, and compliance communications. The Account Manager also supports client presentations and new business opportunities, monitors carrier quotes, and binds coverage under the direction of the Unit Manager or Account Executive. The role communicates coverage or premium changes to clients, coordinates with Producers and Accounting on billing and collection matters, and researches industry trends and governmental regulations.

Requirements

Bachelor’s degree in Business Administration or a related field, and/or equivalent years of experience.
Typically three to seven years of client services experience.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong verbal and interpersonal communication skills.
Understanding of industry trends and governmental regulations.
Ability to complete continuing education requirements as needed.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with company policies and procedures and proactively protect confidential client and company information.
Ability to organize work efficiently and manage time to meet deadlines.
Ability to travel by automobile and aircraft.
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
Ability to work on a computer for prolonged periods.
Ability to work outside normal business hours as needed.
Legally able to work in the United States.

Responsibilities

Service a designated book of business relating to marketing, claims, and administration.
Respond to client inquiries and maintain documentation of communications, existing issues, and issue resolutions.
Support implementation of new lines of coverage by setting up accounts, collecting documentation, and reviewing plan details with clients and carriers.
Gather and compile client exposure information, including loss-run schedules and client stratifications.
Request and collect new and renewal quotes from carriers.
Audit quotes, binders, and endorsements and request changes as needed.
Process audits and create audit analyses for clients.
Update and complete policy checks after receiving policies to ensure completeness.
Update specifications, applications, and summary information to reflect changes during the year.
Monitor receipt of carrier quotes after submission and negotiation by more senior staff.
Bind coverage under the direction of the Unit Manager or Account Executive.
Inform clients of changes that may affect insurance premiums or coverage.
Gather and compile information for new business opportunities.
Enter client information into the data management system and ensure accuracy and completeness.
Generate materials for client presentations and meetings.
Create and send compliance communications as needed.
Issue and process client invoices.
Work with the Producer and Accounting Department to determine action plans and assist with collections or billing discrepancies.
Research industry trends and governmental regulations.
Perform other responsibilities and duties as needed.