Lockton Companies
Account Manager - Real Estate and Hospitality
Lockton Companies, Dallas, Texas, United States, 75215
Account Manager - Real Estate and HospitalityAt 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.About the Position
The Account Manager will provide personalized support to our Real Estate and Hospitality 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!Business unit
Texas SeriesSchedule
Full-timeJob type
Experienced ProfessionalWorkplace
HybridYour Responsibilities
Work in conjunction with Account Executives and/or Producers to manage an assigned book of businessResponsible for coordination and execution of administrative and service functions for assigned accountsSupport the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrierGather and compile exposure information, including loss-run schedules and stratificationsResponsibility 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 carriersAudit policies, quotes, binders, and endorsements to ensure accuracy and completenessUpdate specifications, application, and summary information to reflect changes throughout the lifecycle of the policyBind coverage under the direction of the Unit Manager and/or Account ExecutiveGenerate marketing and informational material for client presentations and meetingsCreate and send compliance communications, as neededAssist with the issuance and processing of client invoicing and bill discrepancies.Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or LocktonProvide oversight on 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 reviewsStrong and positive team-oriented approach including training and mentorshipAdditional tasks, as requested by leadershipQualifications
Bachelor’s Degree in Insurance and Risk Management, Business Administration, or related field (preferred)Minimum of three (3) years of related commercial, underwriting, or risk management experiencePrior real estate brokerage and/or client services experience requiredWorking 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/clientsStrong organizational and time-management skills with the ability to work within high-pressure time constraintsExcellent multi-tasking skills with the ability to effectively and efficiently handle all aspects of the client accountEffective critical thinker with the ability to resolve complex client service issuesTechnical aptitude with the ability to learn systems and processes quicklyWillingness to travel and work outside of normal business hours, as neededLegally able to work in the United StatesEqual 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.About the Position
The Account Manager will provide personalized support to our Real Estate and Hospitality 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!Business unit
Texas SeriesSchedule
Full-timeJob type
Experienced ProfessionalWorkplace
HybridYour Responsibilities
Work in conjunction with Account Executives and/or Producers to manage an assigned book of businessResponsible for coordination and execution of administrative and service functions for assigned accountsSupport the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrierGather and compile exposure information, including loss-run schedules and stratificationsResponsibility 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 carriersAudit policies, quotes, binders, and endorsements to ensure accuracy and completenessUpdate specifications, application, and summary information to reflect changes throughout the lifecycle of the policyBind coverage under the direction of the Unit Manager and/or Account ExecutiveGenerate marketing and informational material for client presentations and meetingsCreate and send compliance communications, as neededAssist with the issuance and processing of client invoicing and bill discrepancies.Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or LocktonProvide oversight on 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 reviewsStrong and positive team-oriented approach including training and mentorshipAdditional tasks, as requested by leadershipQualifications
Bachelor’s Degree in Insurance and Risk Management, Business Administration, or related field (preferred)Minimum of three (3) years of related commercial, underwriting, or risk management experiencePrior real estate brokerage and/or client services experience requiredWorking 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/clientsStrong organizational and time-management skills with the ability to work within high-pressure time constraintsExcellent multi-tasking skills with the ability to effectively and efficiently handle all aspects of the client accountEffective critical thinker with the ability to resolve complex client service issuesTechnical aptitude with the ability to learn systems and processes quicklyWillingness to travel and work outside of normal business hours, as neededLegally able to work in the United StatesEqual 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.
#J-18808-Ljbffr