Lockton, Inc.
Commercial Account Manager - Construction
Lockton, Inc., Dallas, Texas, United States, 75215
Job Summary:
Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of our associates and clients. The
Account Manager
will provide personalized support a book of business, focused in the construction vertical. 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 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-runs 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. This will also involve working with the Surplus Lines Department, as needed.Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or LocktonManage and oversee the Certificate of Insurance and ID card process.Support the teams with Image Right filing, managing open items list, and contract reviewsAdditional tasks, as requested by leadershipRequirements:
Bachelor's Degree in Insurance and Risk Management, Business, or related field preferredMinimum of two (2) years of related commercial, underwriting, or risk management experiencePrior brokerage, insurance industry and/or client services experience strongly preferredExperience in commercial lines coveragesGeneral understanding of casualty insurance coveragesWorking 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 constraintsEffective 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 needed
Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of our associates and clients. The
Account Manager
will provide personalized support a book of business, focused in the construction vertical. 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 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-runs 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. This will also involve working with the Surplus Lines Department, as needed.Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or LocktonManage and oversee the Certificate of Insurance and ID card process.Support the teams with Image Right filing, managing open items list, and contract reviewsAdditional tasks, as requested by leadershipRequirements:
Bachelor's Degree in Insurance and Risk Management, Business, or related field preferredMinimum of two (2) years of related commercial, underwriting, or risk management experiencePrior brokerage, insurance industry and/or client services experience strongly preferredExperience in commercial lines coveragesGeneral understanding of casualty insurance coveragesWorking 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 constraintsEffective 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 needed