Assistant Account Manager

Lockton • Dallas, TX

4d

About The Position

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. Gather and compile exposure information, including loss-run schedules and stratifications. 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. Assist with the issuance and processing of client invoicing and bill discrepancies. Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton. Process Certificates of Insurance and Auto ID card renewals. Will also help manage day to day requests submitted by clients. Lend support to the team with contract and policy reviews. Additional tasks, as requested by leadership.

Requirements

• One (1) year of commercial insurance, underwriting, or risk management experience (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 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

Nice To Haves

• Bachelor’s Degree in Insurance and Risk Management or related field

Responsibilities

• Manage an assigned book of business in conjunction with Account Executives and/or Producers.
• Coordinate and execute administrative and service functions for assigned accounts.
• Support the implementation of new lines of coverage by setting up accounts, collecting documentation, and reviewing plan details.
• Gather and compile exposure information, including loss-run schedules and stratifications.
• Request and collect new and renewal quotes from carriers.
• Audit policies, quotes, binders, and endorsements for accuracy and completeness.
• Update specifications, application, and summary information to reflect policy changes.
• Bind coverage under the direction of the Unit Manager and/or Account Executive.
• Assist with client invoicing and bill discrepancies.
• Research industry trends and governmental regulations that may impact clients.
• Process Certificates of Insurance and Auto ID card renewals.
• Manage day-to-day client requests.
• Support the team with contract and policy reviews.
• Perform additional tasks as requested by leadership.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level