Lockton is a global professional services firm with more than 8,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts.
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development.
- 12-week paid parental leave.
- An emphasis on community involvement and giving back.
- Frequent athletic and wellness events.
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
- We are uncommonly and perpetually independent.
Account Manager- Professional and Executive Risk
The Professional and Executive Risk Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
Position responsibilities
• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client
• Requests and collects quotes (new and renewal) from carriers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completeness
• Updates specifications, application, and summary information to reflect changes during the year
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Binds coverage under direction of the Unit Manager/Account Executive
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunities
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Issues and processes Client invoicing
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Researches industry trends and governmental regulations
• Performs other responsibilities and duties as needed
Position qualifications
• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically, three to seven 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
• 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 in order 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
This position may be eligible for annual discretionary bonus consideration.
Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.
Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.
No Agencies Please
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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