JobsAccount ManagerHoustonAccount Manager
Lockton
Posted today · Jobs at Lockton
Account Manager
Lockton · Houston, Texas, United States
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In short
Manage client inquiries and insurance account documentation, coordinate coverage implementation and renewals, gather exposure information, and request, review, and process quotes, policies, and endorsements. Support client presentations, compliance communications, invoicing, billing resolution, and new business opportunities while coordinating with carriers, producers, and internal teams.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
A bachelor’s degree in Business Administration or a related field, or equivalent experience, is indicated; typically three to seven years of client services experience is required. Candidates should have strong Microsoft Office skills, effective communication and organizational abilities, knowledge of industry trends and regulations, and the ability to meet deadlines, travel, and work outside normal business hours when needed.
About the employer
Lockton
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
- INDUSTRY
- Insurance
- COMPANY
- Privately Held
- FOUNDED
- 1966
- HEADQUARTERS
- Global
- SIZE
- 10,001+
- OFFICES
- 100 on LinkedIn
- OPEN HERE
- 21 roles
KNOWN FOR
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Questions about this role
- Is this Lockton role remote?
- Tagged on site.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 5-10 years.
The posting, in full
Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
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- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
- Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
- Requests and collects quotes (new and renewal) from carriers
- Audits quotes, binders, and endorsements and makes requests for changes as needed
- Processes audits and creates audit analysis for Client
- Receives policy, then updates and completes policy check to ensure completeness
- Updates specifications, application, and summary information to reflect changes during the year
- Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
- Binds coverage under direction of the Unit Manager/Account Executive
- Informs Client of any and all changes that may affect insurance premiums or coverage
- Gathers and compiles information for new business opportunities
- Inputs Client information into data management system, ensuring accuracy and completeness
- Generates materials for Client presentations and meetings
- Creates and sends compliance communications as needed
- Issues and processes Client invoicing
- Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
- Typically three to seven years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
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