Account Manager Jobs

About The Position

Requirements

• Bachelor’s Degree in Business Administration, Risk Management, Finance, Economics or related field and/or years of experience equivalent
• Typically, two or more years of direct corporate client facing experience is required
• Strong attention to detail, plus organizational and time management skills to prioritize workloads and meet deadlines
• Strong experience in Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal, written, and interpersonal skills to interact with Clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended education beyond continuing education requirements
• Understands financial and technology industry trends and governmental regulations
• Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed
• Legally able to work in the United States

Responsibilities

• Services designated book of business as it relates to building insurance programs, executing consultative engagements, and performing general client administration
• Gathers and ensures accuracy of Client operational exposure information including reviewing financial statements & quarterly/annual reports, cyber security controls, policies, and procedures as well as contractual requirements and loss run schedules
• Supports placement of new lines of coverage by initiating internal tooling processes, collecting and organizing documentation, and owning deliverable execution
• Generates materials for Client presentations and meetings at direction of Account Executives
• Updates specifications, summary information, and other client deliverables to reflect program changes
• Responds to Client inquiries and maintains documentation of communications
• Processes Client audits and creates audit analyses
• Informs Client of all changes that may affect insurance premiums or coverage
• Creates and sends compliance communications as needed
• Engages with Producer and Accounting Department to execute collection efforts or triage billing discrepancies
• Upholds insurance documentation standards by auditing quotes, binders, endorsements, and completing policy checks
• Solicits, monitors receipt, and requests changes of quotes while facilitating carrier negotiations with Account Executives
• Binds coverage under direction of the Unit Manager/Account Executives
• Engages with Cybersecurity vendors to tailor custom solutions for Clients with Account Executive guidance
• Gathers and compiles information for new business opportunities and renewal book management
• Inputs client information into the data management system, ensuring accuracy and completeness
• Participates in ongoing team calls for book maintenance, client engagement tracking, and other administrative requirements

Benefits

• medical
• dental
• vision
• 401k plus match
• life
• salary continuation
• long-term disability
• wellness program
• flexible spending accounts
• legal benefit
• identity theft protection
• accident insurance
• critical illness
• hospital indemnity
• pet insurance
• mental health benefits
• annual discretionary bonus consideration