Account Manager
Lockton•Birmingham, AL
About The Position
As an Account Manager, you will partner with Account Executives and team members to support and manage an Energy portfolio. You will play a key role in delivering high-quality service, building client relationships, and driving day-to-day account management activities while developing technical expertise in commercial insurance. Depending on experience level, you will take on increasing ownership of accounts, client interactions, and strategic responsibilities.
Requirements
- Bachelor’s degree in Risk Management, Business, Finance, or related field (or equivalent experience)
- 0–3+ years of experience in insurance, business, or client service
- Self-starter with the ability to take initiative and manage responsibilities independently
- Strong interpersonal skills with the ability to manage client relationships with professionalism, discretion, and sound judgment
- Excellent written and verbal communication skills
- Strong organizational and time-management abilities with attention to detail
- Analytical mindset with problem-solving and critical-thinking skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
- Support the management of an assigned book of Energy accounts in partnership with senior team members
- Build and maintain strong client, carrier, and internal relationships through responsive, professional service
- Serve as a day-to-day contact for client needs, demonstrating discretion, accountability, and a proactive mindset
- Assist with renewal processes, including data gathering, submission preparation, and proposal development
- Review policies, quotes, binders, and endorsements for accuracy and completeness
- Coordinate with carriers to support quoting and renewal negotiations
- Support new business onboarding, including account setup and documentation collection
- Assist with preparation of client-facing materials, reports, and presentations
- Maintain accurate account documentation and policy records throughout the lifecycle
- Contribute to contract reviews and support coverage analysis
- Stay informed on industry trends and market developments impacting clients
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
