Account Manager

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.

Lockton is a global professional services firm who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement
• Frequent athletic and wellness events
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

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 specified 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".

Primary responsibilities include:

• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
• Responsible for 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-runs and stratifications
• Responsibility 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 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
• Bind coverage under the direction of the Unit Manager and/or Account Executive
• 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. 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 Lockton
• Manage and oversee the Certificate of Insurance and  process.
• Support the teams with Image Right filing, managing open items list, and contract reviews
• Additional tasks, as requested by leadership

The most qualified candidate will possess the following:

• Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred
• Minimum of two (2) years of related commercial, underwriting, or risk management experience
• Prior brokerage, insurance industry and/or client services experience strongly preferred
• Experience in commercial lines coverages
• General understanding of casualty insurance coverages
• 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…