Lockton, Inc.
Senior Account Manager - Employee Benefits
Lockton, Inc., Hollywood, Florida, us, 33084
Job Summary:
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 neededRequirements:
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 States
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 neededRequirements:
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 States