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Account Manager

2 months ago

Fort Worth, United States Lockton Full time

Lockton is seeking an experienced insurance professional who thrives in a collaborative team environment and is motivated by the growth of our Associates and Clients. The Account Manager will provide personalized support to a diversified commercial lines book of business with a focus on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be "Uncommonly Independent", Apply Today

Primary responsibilities include:

• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business

• Responsible for strategic coordination and execution of administrative and service functions for assigned accounts

• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and carrier

• Gather and compile exposure information, including loss-run schedules and stratifications

• Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.

• Request and collect new and renewal quotes from carriers

• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness

• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy

• Bind coverage under the direction of the Unit Manager and/or Account Executive

• Generate marketing and informational material for client presentations and meetings

• Assist with the issuance and processing of client invoicing and bill discrepancies. This will also involve working with the Surplus Lines Department, as needed.

• Utilize an inquisitive mindset to researches industry trends and governmental regulations that may impact the client and/or Lockton

• Oversight of the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.

• Lend support to the team with contract and policy reviews

• Additional tasks, as requested by leadership

• Bachelor's Degree in Insurance and Risk Management or related field preferred

• Minimum of three (3) years of related commercial, underwriting, or risk management experience

• Prior brokerage and/or client services experience strongly preferred

• Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)

• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients

• Strong organizational and time-management skills with the ability to work within high-pressure time constraints

• Effective critical thinker with the ability to resolve complex client service issues

• Technical aptitude with the ability to learn systems and processes quickly

• Willingness to travel and work outside of normal business hours, as needed

• Legally able to work in the United States