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.

Commercial Account Manager

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Client Services
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575 Total Views

 

Lockton is seeking an experienced insurance professional who thrives in a collaborative team environment and is motivated by the growth of our associates and clients.  The Account Manager will provide personalized support to our Energy book of business with a focus on delivering exceptional service.  If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”, Apply Today!

 

Primary responsibilities include:

  • 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.  Must be prepared to receive to transmit to markets, if prompted by Account Executive.
  • 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 researches industry trends and governmental regulations that may impact the client and/or Lockton
  • Oversight of the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.
  • Lend support to the team with contract and policy reviews
  • Additional tasks, as requested by leadership

 

 

The most qualified candidate will possess the following:

  • Bachelor’s Degree in Insurance and Risk Management or related field preferred
  • Minimum of three (3) years of related commercial, underwriting, or risk management experience
  • Prior brokerage and/or client services experience within the Energy vertical (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 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

 

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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