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Commercial Account Manager
3 months ago
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.
About the Position
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .
A few of the reasons Associates love working at Lockton include:
Opportunities for growth and advancement, including paid training and professional development
12-week paid parental leave
A huge emphasis on community involvement
Frequent athletic and wellness events
Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary
Business unit
Texas Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of our associates and clients. The
Account Manager
will provide personalized support a book of business, focused in the construction vertical. 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 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-runs 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
Create and send compliance communications, as needed
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 research industry trends and governmental regulations that may impact the client and/or Lockton
Manage and oversee the Certificate of Insurance and ID card process.
Support the teams with Image Right filing, managing open items list, and contract reviews
Additional tasks, as requested by leadership
Qualifications
Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred
Minimum of two (2) years of related commercial, underwriting, or risk management experience
Prior brokerage, insurance industry and/or client services experience strongly preferred
Experience in commercial lines coverages
General understanding of casualty insurance coverages
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
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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