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Account Professional

1 month ago

Grand Rapids, Michigan, United States Lockton, Inc. Full time
Job Summary:

Overview:
Lockton, Inc. seeks a skilled Account Manager to manage a designated book of business, focusing on marketing, claims, and administration. The ideal candidate will possess strong communication skills, industry knowledge, and the ability to work independently.

Key Responsibilities:
• Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
• Manage client inquiries, maintain documentation of communications, and resolve existing issues.
• Support the implementation of new lines of coverage by setting up accounts, collecting necessary documentation, and reviewing plan details with clients and carriers.
• Gather and compile exposure information from clients, including loss-run schedules and client stratifications.
• Request and collect quotes from carriers, audit quotes, binders, and endorsements, and make requests for changes as needed.
• Process audits and create audit analysis for clients.
• Receive and update policies, ensuring completeness and accuracy.
• Monitor receipt of quotes from carriers and negotiate with senior staff as needed.
• Bind coverage under the direction of the Unit Manager/Account Executive.
• Inform clients of changes affecting insurance premiums or coverage.
• Gather and compile information for new business opportunities.
• Input client information into data management systems, ensuring accuracy and completeness.
• Generate materials for client presentations and meetings.
• Create and send compliance communications as needed.
• Issue and process client invoicing.
• Engage with the Producer and Accounting Department to determine action plans and assist in collection efforts or billing discrepancies.
• Research industry trends and governmental regulations.
• Perform other responsibilities and duties as needed.

Requirements:

Qualifications:
Bachelor's Degree in Business Administration or a related field, and/or equivalent experience.
Typically three to seven years of client services experience is required.
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) is necessary.
Strong verbal and interpersonal communication skills are required.
Understanding of industry trends and governmental regulations is essential.
Ability to complete continuing education requirements as needed.
Ability to attend company, department, and team meetings, including industry training sessions.
Ability to comply with all company policies and procedures, protecting client and company confidentiality.
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 computers, keyboards, calculators, photocopiers, and facsimile machines.
Ability to work on a computer for prolonged periods.
Ability to work outside of normal business hours as needed.
Legally able to work in the United States.