Account Manager

3 weeks ago


Houston, United States Lockton, Inc. Full time
Job Summary:

Lockton is seeking a motivated, team player who is interested in building a long-term, rewarding insurance career at an organization focused on your growth and development. The Financial Lines Account Manager will provide personalized support to internal and external clients with a priority on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”, Apply Today

  • 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.
  • 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 research industry trends and governmental regulations that may impact the client and/or Lockton
  • Help manage day-to-day requests submitted by clients
  • Additional tasks, as requested by leadership
Requirements:
  • Bachelor's Degree in Insurance and Risk Management or related field preferred
  • Minimum of two (2) years of related commercial, underwriting, or risk management experience preferred
  • Prior brokerage, client services and/or legal 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 skills with the ability to manage a variety of internal and external client requests
  • Effective critical thinker with the ability to resolve complex client service issues
  • Technical aptitude with the ability to learn systems and processes quickly
  • Legally able to work in the United States

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