Account Manager- Small Business

Job Summary:

SUMMARY

Lockton Affinity, located in Overland Park, KS is looking for an Account Manager to join our Client Solutions team. The Account Manager is responsible for the retention and servicing needs of Lockton Affinity clients. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned to meet business needs.

Provides excellent customer service by servicing a book of business and recommends potential enhancements and improvements to processes, products and/or policies.

Ability to multitask in a high call volume environment.

Responsible for renewing, servicing and retaining client business by selecting new markets for submission and requesting quotes.

Gather competitive intelligence and relay to internal parties as requested.

Identify and pursue cross selling opportunities on existing accounts.

Responsible for completing routine service requests in a timely manner such as: cross selling new lines of business to existing customers; certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.

Responsible for gathering renewal information by contacting client for updated exposure information; obtaining missing information per underwriting, program and company guidelines.

Responsible for training junior-level staff by teaching the market and industry trends and how to position Affinity to bind business.

Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.

Communicates in a positive manner to contribute to a cohesive, pleasant work environment.

Protects the confidentiality of information learned by performing the duties of the position.

Requirements:

EDUCATION/EXPERIENCE:

Bachelor's degree preferred or equivalent education and/or experience in insurance.

A minimum of 3-5 years of Working knowledge of commercial property/casualty coverages.

A minimum of 3-5 years of client services experience within and the brokerage industry or equivalent.

Current P&C insurance license.

Understanding of commercial rating concepts.

Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.

Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.

Proficient in Microsoft Office software.

Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job.