Lockton Companies
Senior Account Manager/Account Executive (Man...
Lockton Companies, Dallas, Texas, United States, 75215
Senior Account Manager/Account Executive (Management Liability)At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.Secondary Locations
Houston, Fort Worth, BirminghamBusiness Unit
Texas SeriesSchedule
Full-timeJob Type
Experienced ProfessionalWorkplace
HybridYour Responsibilities
Lockton is 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 the Financial Lines Team, you will provide personalized support to our Management Liability 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 comprised of Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime/Fidelity and other Management Liability lines of coverage for Risk Management clients.Responsible for the coordination and execution of 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.Responsible for submission 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.Additional tasks, as requested by leadership.Qualifications
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.Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. 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.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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you belong here.Secondary Locations
Houston, Fort Worth, BirminghamBusiness Unit
Texas SeriesSchedule
Full-timeJob Type
Experienced ProfessionalWorkplace
HybridYour Responsibilities
Lockton is 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 the Financial Lines Team, you will provide personalized support to our Management Liability 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 comprised of Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime/Fidelity and other Management Liability lines of coverage for Risk Management clients.Responsible for the coordination and execution of 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.Responsible for submission 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.Additional tasks, as requested by leadership.Qualifications
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.Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. 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.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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