Senior Account Manager

3 weeks ago

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

Description:

  • Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
  • Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
  • Researches an issues' root cause, implements, and resolves policy-related issues
  • Recommends potential enhancements or improvements to processes, products, and/or policies
  • Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
  • Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
  • Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
  • Engages in Client strategy meetings to manage insured expectations for upcoming term
  • Develops and presents coverage plan and renewal terms to Client
  • Assesses and interprets exposure information from the Client
  • Analyzes quotes from carriers to determine appropriate recommendations
  • Interprets and evaluates policy terms to ensure adequate coverage for Client's identified exposures
  • Facilitates Client premium financing
  • Participates in negotiations with carriers for new and renewal quotes
  • Collaborates with senior staff in selecting new markets for submission and requesting quotes
  • Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
  • Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
  • Researches and understands industry trends and government regulations
  • Mentors and trains junior-level staff
  • Performs other responsibilities and duties as needed
Requirements:

Qualifications:
  • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
  • Typically, more than 7 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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