Must Haves:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Experience with property and casualty
• 2 years of Client services experience
• Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong attention to detail
• Ability to attend industry training sessions as needed
• Understands industry trends and governmental regulations
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Must have 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
• Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed

Day to Day:

• The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Ensure accuracy of exposure information from the Client, including reviewing loss-run schedules and client stratifications
• Requests and collects quotes (new and renewal) from carriers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Process audits and creates audit analysis for Client
• Receives policy, then updates and completes policy check to ensure completeness
• Updates specifications, application, and summary information to reflect changes during the year
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Binds coverage under direction of the Unit Manager/Account Executive
• Informs Client of all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunities
• Inputs client information into the data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

Annual Compensation:

$60,000 - $70,000

Exact compensation may vary based on several factors, including skills, experience, and education.