Account Manager - Financial Lines

Job Summary:

Lockton is seeking a motivated, team player who is interested in building a long-term, rewarding insurance career at an organization focused on your growth and development. The Financial Lines Account Manager will provide personalized support to internal and external clients with a priority on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be "Uncommonly Independent", Apply Today!

• 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 and stratifications.
• Responsibility in the preparation of the submission documentation.
• 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.
• 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
• Help manage day-to-day requests submitted by clients
• Additional tasks, as requested by leadership

Requirements:

• Bachelor's Degree in Insurance and Risk Management or related field preferred
• Minimum of two (2) years of related commercial, underwriting, or risk management experience preferred
• Prior brokerage, client services and/or legal experience strongly 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 skills with the ability to manage a variety of internal and external client requests
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Legally able to work in the United States