Assistant Account Manager

Lockton•Dallas, TX

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

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

Responsibilities

Manage an assigned book of business
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
Manage day to day requests submitted by clients
Lend support to the team with contract and policy reviews
Additional tasks, as requested by leadership