Lockton Companies
Account Manager - Commercial Lines/Constructi...
Lockton Companies, Seattle, Washington, us, 98127
Seattle, Washington, 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.Business unit
West Series$63,000-$84,000Schedule
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
Position qualifications• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent• Typically, two or more years of Client services experience is required• Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)• Strong attention to detail required• Ability to attend industry training sessions as needed• Understands industry trends and governmental regulations• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner• Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed• Legally 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.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.
#J-18808-Ljbffr
you belong here.Business unit
West Series$63,000-$84,000Schedule
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
Position qualifications• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent• Typically, two or more years of Client services experience is required• Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)• Strong attention to detail required• Ability to attend industry training sessions as needed• Understands industry trends and governmental regulations• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner• Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed• Legally 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.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.
#J-18808-Ljbffr