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Assistant Account Manager/Account Manager

2 months ago

Birmingham, United States Lockton Full time
  • Takes guidance from and supports senior staff members.
  • Issues and processes Client invoicing. Assists in the research of invoice and billing errors.
  • Handles Certificate and Auto ID Card requests from clients.
  • Reviews and processes policies and endorsements for accuracy of coverage, policy, content and form completion. Makes requests for changes as needed.
  • Open/maintains billing screen, reports issues including accounts receivable/payable with follow-up to account managers.
  • Compiles exposure information from the Client, including compiling loss-run schedules and SOV's.
  • Updates renewal specifications, application, and summary information to reflect changes during the year.
  • Inputs Client information into data management system, ensuring accuracy and completeness.
  • Generates materials for Client presentations and meetings.
  • Creates and sends compliance communications as needed.
  • Performs other responsibilities and duties as needed.

  • Bachelor's degree or equivalent work experience.
  • Ideally a minimum of one (1) year of experience within the insurance industry (commercial lines experience preferred).
  • Foundational knowledge of policy language and basic coverages.
  • Working knowledge of Microsoft Office Suite and other platforms; (Outlook, Excel, Teams, Webex and ImageRight).
  • Strong verbal and interpersonal communication skills required.
  • Ability to attend company, department, and team meetings as required, including industry training sessions.
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
  • Strong organizational skills, including time management and ability to prioritize responsibilities and requests to meet deadlines.