Senior Account Manager - Global

Lockton•Kansas City, MO

About The Position

The Senior Account Manager develops and maintains internal and external relationships to provide a high level of customer service, while overseeing the marketing, claims, and administration of a designated book of business. The role researches and resolves policy-related issues, recommends process, product, or policy improvements, and uses independent judgment to analyze industry trends and advise clients. The position provides strategic planning and consultative advice, develops financial models and reports, interprets analyses, and recommends coverage plan changes. It works with clients on strategy, coverage plans, renewal terms, exposure information, and premium financing; evaluates carrier quotes and policy terms; and participates in carrier negotiations and market selection. The Senior Account Manager also reviews new business opportunities, maintains relationships with clients, carriers, and vendors, keeps current on industry trends and regulations, and mentors junior staff.

Requirements

Bachelor’s degree in Business Administration or a related field, and/or equivalent years of experience.
Typically, more than 7 years of client services experience.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong verbal and interpersonal communication skills.
Strong working knowledge and experience within the brokerage industry.
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 the confidentiality of 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, including a computer, keyboard, calculator, photocopier, and facsimile machine.
Ability to work at a computer for a prolonged amount of time.
Ability to work outside normal business hours as needed.
Legally able to work in the United States.

Responsibilities

Develop and maintain favorable internal and external relationships to provide high-level customer service.
Oversee the servicing of a designated book of business, including marketing, claims, and administration.
Research root causes of issues and implement resolutions to policy-related issues.
Recommend process, product, and policy enhancements or improvements.
Analyze industry trends and provide related client guidance using discretion and independent judgment.
Develop financial models and reports for clients and more senior staff, interpret the analysis and its implications, and provide recommendations.
Provide strategic planning expertise and consultative advice to clients, including producing and analyzing coverage plans and recommending changes.
Participate in client strategy meetings and manage insured expectations for the upcoming term.
Develop and present coverage plans and renewal terms to clients.
Assess and interpret client exposure information.
Analyze carrier quotes and recommend appropriate options.
Interpret and evaluate policy terms to ensure adequate coverage for identified client exposures.
Facilitate client premium financing.
Participate in negotiations with carriers for new and renewal quotes.
Collaborate with senior staff to select new markets for submission and request quotes.
Review new business opportunity information and provide recommendations to the Unit Manager or Account Executive.
Establish and maintain relationships with clients, carriers, and other vendors.
Research and understand industry trends and government regulations.
Mentor and train junior-level staff.
Perform other responsibilities and duties as needed.