Account Manager

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!

Primary responsibilities include:

• 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. Must be prepared to receive to transmit to markets[KS1.1], 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.
• 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