Account Manager- Program Benefits

Your Responsibilities

Lockton Affinity, located in Overland Park is looking for an insurance professional that is customer service driven. This Account Manager position will be responsible for the retention, renewals, marketing and servicing needs of Lockton Affinity clients. The position requires a solid understanding of Life & Health and Property & Casualty insurance fundamentals. This role supports clients in a variety of industries. Brokerage experience preferred. The ideal candidate will demonstrate a high level of professionalism, possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

Your Responsibilities

• Responsible for servicing and renewing a book of business.
• Request required information in order to start the renewal process from both the customer and carrier.
• Gather, review and organize information to complete renewal submissions based on client’s unique business needs.
• Obtain renewal quotes from underwriters and negotiate both pricing and coverage terms.
• Review renewal quotes for accuracy and ensure customer’s exposures are adequately covered.
• Review proposals for accuracy, send to customer and follow up for request to bind order.
• Submit bind orders to underwriters and follow up for renewal policies.
• Receives and submits accurate service requests such as endorsements, certificates and audits
• Effectively uses agency management system to service and renew policies; includes proper file documentation for auditing purposes.
• Monitors retention results for book of business and communicates trends to leadership team.
• Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
• Protects the confidentiality of information learned by performing the duties of the position.
  
  

Qualifications

• Bachelor’s degree in business or equivalent education and/or experience preferred but not required.
• Firm working knowledge of commercial property/casualty coverages and services.
• Current L&H and P&C insurance license, or ability to obtain immediately.
• Brokerage experience in servicing the insurance needs of commercial accounts preferred.
• Understanding of commercial rating concepts
• Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs
• Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
• Proficient in Microsoft Office software.
  
  

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this position.

#Affinity