Lockton, Inc.
Account Manager - Real Estate and Hospitality
Lockton, Inc., Dallas, Texas, United States, 75215
Job Summary:
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 leadershipRequirements:
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 States
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 leadershipRequirements:
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 States