Lockton
Assistant Account Manager/Account Manager
Lockton, Houston, Texas, United States, 77246
Lockton is seeking an up-and-coming insurance professional who thrives in a collaborative team environment and is motivated by the growth of our Associates and Clients. The
Account Manager
will provide personalized support to our
General Property
book of business with a focus on delivering exceptional service. 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 business
• Responsible for strategic coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
• Gather and compile exposure information, including loss-run schedules
• Prepare submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist 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 Lockton
• Provide oversight of internal processes and requests submitted by clients
• Support the teams with filing, contract review, and open item lists
• Strong and positive team-oriented approach including training and mentorship of new Associates
• Additional tasks, as requested by leadership
• Bachelor's Degree in Business Administration, Insurance and Risk Management, or related field preferred
• Minimum of one (1) year of related commercial, underwriting, or risk management experience
• Prior commercial property account management and/or service experience (strong preferred)
• Working 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/clients
• Strong organizational and time-management skills with the ability to successfully manage a variety of Client accounts
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Interest in developing your foundational knowledge of commercial insurance and seeking an opportunity to build a lasting career at Lockton
• Willingness to travel and work outside of normal business hours, as needed
• Legally able to work in the United States
Account Manager
will provide personalized support to our
General Property
book of business with a focus on delivering exceptional service. 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 business
• Responsible for strategic coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
• Gather and compile exposure information, including loss-run schedules
• Prepare submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist 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 Lockton
• Provide oversight of internal processes and requests submitted by clients
• Support the teams with filing, contract review, and open item lists
• Strong and positive team-oriented approach including training and mentorship of new Associates
• Additional tasks, as requested by leadership
• Bachelor's Degree in Business Administration, Insurance and Risk Management, or related field preferred
• Minimum of one (1) year of related commercial, underwriting, or risk management experience
• Prior commercial property account management and/or service experience (strong preferred)
• Working 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/clients
• Strong organizational and time-management skills with the ability to successfully manage a variety of Client accounts
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Interest in developing your foundational knowledge of commercial insurance and seeking an opportunity to build a lasting career at Lockton
• Willingness to travel and work outside of normal business hours, as needed
• Legally able to work in the United States