Account Manager

Lockton•Houston, TX

About The Position

Lockton is seeking a motivated, team player who is interested in building a long-term, rewarding insurance career at an organization focused on your growth and development. The Financial Lines Account Manager will provide personalized support to internal and external clients with a priority 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 Business, Insurance and Risk Management or related fields preferred
Minimum of two (2) years of related commercial, underwriting, or risk management experience preferred
Prior brokerage, client services and/or legal experience strongly preferred
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 skills with the ability to manage a variety of internal and external client requests
Effective critical thinker with the ability to resolve complex client service issues
Technical aptitude with the ability to learn systems and processes quickly
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 strategic 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-run schedules 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.
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
Help manage day-to-day requests submitted by clients
Additional tasks, as requested by leadership