Money Fit by DRS
Senior Account Manager
Money Fit by DRS, Arcadia, California, United States, 91006
Working at Lockton
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.Business unit
West Series
Salary
$125,000-$125,000
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Description:Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Oversees the servicing of a designated book of business as relating to marketing, claims, and administrationResearches an issues’ root cause, implements, and resolves policy-related issuesRecommends potential enhancements or improvements to processes, products, and/or policiesUses discretion and independent judgment when analyzing industry trends and providing related Client guidance.Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendationsProvides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plansEngages in Client strategy meetings to manage insured expectations for upcoming termDevelops and presents coverage plan and renewal terms to ClientAssesses and interprets exposure information from the ClientAnalyzes quotes from carriers to determine appropriate recommendationsInterprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposuresFacilitates Client premium financingParticipates in negotiations with carriers for new and renewal quotesCollaborates with senior staff in selecting new markets for submission and requesting quotesReviews new business opportunity information and provides related recommendations to Unit Manager/Account ExecutiveEstablishes and maintains relationships and interfaces with Clients, carriers, and other vendorsResearches and understands industry trends and government regulationsMentors and trains junior-level staffPerforms other responsibilities and duties as neededQualifications
Qualifications:
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalentTypically, more than 7 years of Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredDemonstrates strong working knowledge and experience within brokerage industryUnderstands 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 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.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.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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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.Business unit
West Series
Salary
$125,000-$125,000
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Description:Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Oversees the servicing of a designated book of business as relating to marketing, claims, and administrationResearches an issues’ root cause, implements, and resolves policy-related issuesRecommends potential enhancements or improvements to processes, products, and/or policiesUses discretion and independent judgment when analyzing industry trends and providing related Client guidance.Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendationsProvides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plansEngages in Client strategy meetings to manage insured expectations for upcoming termDevelops and presents coverage plan and renewal terms to ClientAssesses and interprets exposure information from the ClientAnalyzes quotes from carriers to determine appropriate recommendationsInterprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposuresFacilitates Client premium financingParticipates in negotiations with carriers for new and renewal quotesCollaborates with senior staff in selecting new markets for submission and requesting quotesReviews new business opportunity information and provides related recommendations to Unit Manager/Account ExecutiveEstablishes and maintains relationships and interfaces with Clients, carriers, and other vendorsResearches and understands industry trends and government regulationsMentors and trains junior-level staffPerforms other responsibilities and duties as neededQualifications
Qualifications:
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalentTypically, more than 7 years of Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredDemonstrates strong working knowledge and experience within brokerage industryUnderstands 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 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.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.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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