What are the responsibilities and job description for the Account Manager position at Lockton?
The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients' accounts.
Position responsibilities
- 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
- Performs other work-related duties as needed
Position qualifications
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.
