Senior Account Manager/Account Executive

4 days ago

Dallas, Texas, United States Lockton Companies Full time
Unlock Your Potential as a Senior Account Manager/Account Executive

At Lockton Companies, we're passionate about empowering our people to achieve their ultimate potential. As a Senior Account Manager/Account Executive, you'll be part of a dynamic team that's dedicated to delivering exceptional service to our clients.

About the Role

We're seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of fellow associates and clients. As a senior member of our Financial Lines Team, you'll provide personalized support to our Management Liability book of business, focusing on delivering exceptional service.

Key Responsibilities
  • Work in conjunction with Account Executives and/or Producers to manage an assigned book of business comprised of Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime/Fidelity, and other Management Liability lines of coverage for Risk Management clients.
  • Coordinate and execute administrative and service functions for assigned accounts.
  • Support the implementation of new lines of coverage by setting up the account, collecting needed documentation, and reviewing plan details with client and carrier.
  • Submit documentation, including requests of clients, return receipt therefrom, review, and transmittal to markets, if prompted by Account Executive.
  • Gather and compile additional exposure information, including loss runs.
  • Request and collect new business and renewal quotes from carriers.
  • Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness.
  • 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, including engagement with the Surplus Lines Department, as needed.
  • Utilize an inquisitive mindset to research industry trends, litigation developments, and governmental regulations that may impact the client.
  • Manage and oversee the Certificate of Insurance and ID card process with assistance from Lockton's Certificates Team.
  • Support the teams with Image Right filing, managing open items list, and contract reviews.
Requirements
  • Bachelor's Degree in Insurance and Risk Management, Business, or related field preferred.
  • Minimum of four (4) years of related commercial, underwriting, or risk management experience.
  • Prior brokerage, insurance industry, and/or client services experience required.
  • Experience in Management Liability 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.
  • Legally able to work in the United States.
About Lockton Companies

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We're committed to an inclusive culture and environment where our people, clients, and communities are treated with respect and dignity.

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.

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