What are the responsibilities and job description for the Account Manager - Real Estate Commercial Insurance - Orlando or remote Florida position at Lockton?
Your Responsibilities
The Account Manager is the service experience leader of the client team, supporting/implementing the risk management/insurance program strategies. The Account Manager supports the client and Account Executive in program administration, marketing and placement and carrier management. He or she also provides direction and works with the Account Analyst to deliver on client needs. A trusted advisor who is responsive and receptive, the Account Manager provides innovative solutions and industry best deliverables through application of technical knowledge. The Account Manager always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Responsibilities
The Account Manager is the service experience leader of the client team, supporting/implementing the risk management/insurance program strategies. The Account Manager supports the client and Account Executive in program administration, marketing and placement and carrier management. He or she also provides direction and works with the Account Analyst to deliver on client needs. A trusted advisor who is responsive and receptive, the Account Manager provides innovative solutions and industry best deliverables through application of technical knowledge. The Account Manager always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Responsibilities
- Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
- Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
- Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
- Conducts all marketing efforts as assigned by unit.
- Develops prospective client proposals.
- Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
- At least 3 years’ experience in the insurance industry, specifically in the employee benefits area is required.
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
- Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
- Demonstrated presentation skills including preparation and execution.
- Strong project management and organizational skills.
- Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
- Ability to interact with vendors effectively.
- Good working knowledge of financial arrangements and products available to clients.
