Senior Account Manager

3 weeks ago


Kansas City, United States Lockton Full time

Your Responsibilities

Description:

Ability to perform all Account Manager responsibilities, duties, and expectations Oversees the servicing of a designated book of business as relating to marketing, claims, and administration Researches issues’ root cause, implements, and resolves policy related issues Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance. Recommends and implements potential enhancements or improvements to processes, products, and/or policies Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client marketing materials Interprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverage Engages in Client strategy meetings to manage insured expectations for upcoming term Develops and presents plan and renewal terms to Client Participates in negotiations with carriers for new and renewal quotes Interprets and evaluates plan offerings to ensure adequate coverage for Client’s identified risk tolerance Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors Identify new markets for submission and seeks quote requests Identifies gaps in coverage or cross-sell opportunities and provides related recommendations to supervisor/Producer Researches and understands industry trends and Carrier product offerings, emerging trends Understands governmental compliance/regulations to educate Clients Mentors and trains junior-level staff Performs other responsibilities and duties as needed

Qualifications

Qualifications:

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent Typically, 5 years of Client services experience is required Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Strong verbal and interpersonal communication skills required Demonstrates strong working knowledge and experience within brokerage industry Understands industry trends and governmental regulations Ability to complete continuing education requirements as needed 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 Ability to efficiently organize work and manage time to meet deadlines Ability to travel by automobile and aircraft Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine Ability to work on a computer for a prolonged amount of time Ability to work outside of normal business hours as needed Legally able to work in the United States

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