Lockton Companies
Account Manager
Lockton Companies, San Francisco, California, United States, 94199
San Francisco, California, United States of AmericaAt 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
Lockton is a global professional services firm with 6,500 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.A few of the reasons Associates love working at Lockton include:Opportunities for growth and advancement, including paid training and professional development12-week paid parental leaveA huge emphasis on community involvementFrequent athletic and wellness eventsIncredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!Business unit
West Series$72,000-$96,000Schedule
Full-timeJob type
StandardWorkplace
HybridYour Responsibilities
Description:Services designated book of business as relating to marketing, claims, and administrationResponds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutionsSupports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and CarrierGathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratificationsRequests and collects quotes (new and renewal) from carriersAudits quotes, binders, and endorsements and makes requests for changes as neededProcesses audits and creates audit analysis for ClientReceives policy, then updates and completes policy check to ensure completenessUpdates specifications, application, and summary information to reflect changes during the yearMonitors receipt of quotes from carriers once submitted and negotiated by more senior staffBinds coverage under direction of the Unit Manager/Account ExecutiveInforms Client of any and all changes that may affect insurance premiums or coverageGathers and compiles information for new business opportunitiesInputs Client information into data management system, ensuring accuracy and completenessGenerates materials for Client presentations and meetingsCreates and sends compliance communications as neededIssues and processes Client invoicingEngages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepanciesResearches industry trends and governmental regulationsPerforms other responsibilities and duties as neededQualifications
Qualifications:Bachelor’s Degree in Business Administration or related field and/or years of experience equivalentTypically three to seven years of Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredUnderstands industry trends and governmental regulationsAbility to complete continuing education requirements as neededAbility to attend company, department, and team meetings as required, including industry training sessionsAbility to comply with all company policies and procedures, proactively protecting confidentiality of client and company informationAbility to efficiently organize work and manage time in order to meet deadlinesAbility to travel by automobile and aircraftAbility to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machineAbility to work on a computer for a prolonged amount of timeAbility to 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.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.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.
#J-18808-Ljbffr
you belong here.About the Position
Lockton is a global professional services firm with 6,500 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.A few of the reasons Associates love working at Lockton include:Opportunities for growth and advancement, including paid training and professional development12-week paid parental leaveA huge emphasis on community involvementFrequent athletic and wellness eventsIncredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!Business unit
West Series$72,000-$96,000Schedule
Full-timeJob type
StandardWorkplace
HybridYour Responsibilities
Description:Services designated book of business as relating to marketing, claims, and administrationResponds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutionsSupports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and CarrierGathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratificationsRequests and collects quotes (new and renewal) from carriersAudits quotes, binders, and endorsements and makes requests for changes as neededProcesses audits and creates audit analysis for ClientReceives policy, then updates and completes policy check to ensure completenessUpdates specifications, application, and summary information to reflect changes during the yearMonitors receipt of quotes from carriers once submitted and negotiated by more senior staffBinds coverage under direction of the Unit Manager/Account ExecutiveInforms Client of any and all changes that may affect insurance premiums or coverageGathers and compiles information for new business opportunitiesInputs Client information into data management system, ensuring accuracy and completenessGenerates materials for Client presentations and meetingsCreates and sends compliance communications as neededIssues and processes Client invoicingEngages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepanciesResearches industry trends and governmental regulationsPerforms other responsibilities and duties as neededQualifications
Qualifications:Bachelor’s Degree in Business Administration or related field and/or years of experience equivalentTypically three to seven years of Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredUnderstands industry trends and governmental regulationsAbility to complete continuing education requirements as neededAbility to attend company, department, and team meetings as required, including industry training sessionsAbility to comply with all company policies and procedures, proactively protecting confidentiality of client and company informationAbility to efficiently organize work and manage time in order to meet deadlinesAbility to travel by automobile and aircraftAbility to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machineAbility to work on a computer for a prolonged amount of timeAbility to 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.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.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.
#J-18808-Ljbffr