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Account Manager
2 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.
Business unit
Lockton Affinity, LLC
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
SUMMARY
Lockton Affinity, located in Overland Park, KS is looking for an Account Manager to join our Client Solutions team. The Account Manager is responsible for the retention and servicing needs of Lockton Affinity clients. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides excellent customer service by servicing a book of business and recommends potential enhancements and improvements to processes, products and/or policies.
Ability to multitask in a high call volume environment.
Responsible for renewing, servicing and retaining client business by selecting new markets for submission and requesting quotes.
Gather competitive intelligence and relay to internal parties as requested.
Identify and pursue cross selling opportunities on existing accounts.
Responsible for completing routine service requests in a timely manner such as: cross selling new lines of business to existing customers; certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.
Responsible for gathering renewal information by contacting client for updated exposure information; obtaining missing information per underwriting, program and company guidelines.
Responsible for training junior-level staff by teaching the market and industry trends and how to position Affinity to bind business.
Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
Protects the confidentiality of information learned by performing the duties of the position.
Qualifications
Bachelor’s degree preferred or equivalent education and/or experience in insurance.
A minimum of 3-5 years of Working knowledge of commercial property/casualty coverages.
A minimum of 3-5 years of client services experience within and the brokerage industry or equivalent.
Current P&C insurance license.
Understanding of commercial rating concepts.
Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
Proficient in Microsoft Office software.
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job.
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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