What are the responsibilities and job description for the Senior Account Manager- Real Estate position at Lockton, Inc.?
Job Summary :
The Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Position responsibilitie
- Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
- Researches an issues’ root cause, implements, and resolves policy-related issue
- Recommends potential enhancements or improvements to processes, products, and / or policie
- Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
- Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendation
- Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plan
- Engages in Client strategy meetings to manage insured expectations for upcoming term
- Develops and presents coverage plan and renewal terms to Client
- Assesses and interprets exposure information from the Client
- Analyzes quotes from carriers to determine appropriate recommendation
- Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposure
- Participates in negotiations with carriers for new and renewal quote
- Collaborates with senior staff in selecting new markets for submission and requesting quote
- Reviews new business opportunity information and provides related recommendations to Unit Manager / Account Executive
- Establishes and maintains relationships and interfaces with Clients, carriers, and other vendor
- Researches and understands industry trends and government regulation
- Mentors and trains junior-level staff
- Perform other work-related duties as assigned
Requirements :
Position qualification
This position may be eligible for annual discretionary bonus consideration.
Lockton offers a competitive benefits package which includes 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, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate's geographic location, job-related knowledge, experience, education, certifications, and skills.
