Senior Account Manager, Real Estate Team

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• The Senior Account Manager is the service experience leader of the client team, supporting/implementing the risk management/insurance program strategies. For larger more complex risks, the Senior Account Manager supports the Account Executive in program administration, marketing and placement, and carrier management. For middle market risks, the Senior Account Manager serves as the primary relationship leader, responsible for translating risk and loss profiles into solutions for program design and pre and post loss risk strategies.
  
  He or she also provides direction and works with the Account Analyst to deliver on client needs. A trusted advisor who is responsive and receptive, the Senior Account Manager provides innovative solutions and industry best deliverables through application of technical knowledge. The Senior Account Manager always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
• In support of larger more complex accounts (serving under AE), the Senior AM is the key contact for client s service related issues. He or she is the technical advisor for coverages and risk related questions, discusses business and market changes that may impact coverage or risk profile. Reviews client contracts and provides guidance about insurance requirements and risk considerations. For Middle Market Accounts, he/she serves as the strategic advisor for the client, responsible for the overall client satisfaction, client relations and client retention.
  
  He/she sets the strategy for service, program design and implementation. Conducts open items meeting for ongoing service items.
• For larger complex risks, supports the AE with the strategic planning process, preparing, analyzing information and making recommendations to the AE. For middle market accounts, drives strategy planning process with the client, evaluates changes, client goals and financial health and makes recommendations for pre-renewal and stewardship planning. Drives program and marketing process.
• Communication with client and markets as directed by AE for large complex clients. For middle market clients, communicates with client and matters of strategic significance and oversees the marketing and placement process. Leads complex negotiations with carrier markets. Monitors account and insures that billing and invoicing is up to date. Works with the producer regarding profitability.
• For larger complex risks, supports the AE with executing the defined marketing strategy, analyzes and provides recommendations to AE. For middle market, services as the primary lead responsible for the execution of successful marketing. Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures. Reviews final quotes and recommendations, conducts final negotiations with carriers, presents recommendation to clients and documents client acceptance of renewal strategy.
• Project manage renewal implementation. Work with carriers and client to oversee program changes/endorsements with AA.
• Project manage new client onboarding leveraging standard checklists and tools. Document communications strategy, and enroll client in standard delivered programs or client add ons. Oversee AA activities to ensure administrative set up for successful client management is completed. Works in conjunction with AE, as appropriate to establish key reporting metrics for each client. Manages client financial reporting and claims analysis including providing the data to the client.
  
  Works closely with financial analytics team as appropriate.
• Managing Work:
  Effectively managing one s time and resources to ensure that work is completed efficiently. Actions:
  Prioritizes, makes preparations, schedules, leverages resources, stays focused.
• Quality Orientation:
  Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time. Actions:
  Follows procedures, ensures high quality output, and takes action.
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