Assistant Account Manager

Lockton

  • Fort Worth, TX
  • 5 days ago
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    Skills

    • Administrative Skillsunmatched
    • Auto Insuranceunmatched
    • Billingunmatched
    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Documentation Planunmatched
    • Government Regulationsunmatched
    • Industry/Trade Analysisunmatched
    • Insuranceunmatched
    • Insurance Documentationunmatched
    • Insurance Underwritingunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Product Familyunmatched
    • Microsoft Wordunmatched
    • Presentation/Verbal Skillsunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    Your ResponsibilitiesWork in conjunction with Account Executives and/or Producers to manage an assigned book of businessResponsible for coordination and execution of administrative and service functions for assigned accountsSupport the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan detailsGather and compile exposure information, including loss‑run schedules and stratificationsRequest and collect new and renewal quotes from carriersAudit policies, quotes, binders, and endorsements to ensure accuracy and completenessUpdate specifications, application, and summary information to reflect changes throughout the lifecycle of the policyBind coverage under the direction of the Unit Manager and/or Account ExecutiveAssist with the issuance and processing of client invoicing and bill discrepanciesUtilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or LocktonProcess Certificates of Insurance and Auto ID card renewals. Will also help manage day‑to‑day requests submitted by clientsLend support to the team with contract and policy reviewsAdditional tasks, as requested by leadershipQualificationsBachelor's Degree in Insurance and Risk Management or related field (preferred)One (1) year of commercial insurance, underwriting, or risk management experience (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/clientsStrong organizational and time‑management skills with the ability to work within high pressure time constraintsEffective critical thinker with the ability to resolve complex client service issuesTechnical aptitude with the ability to learn systems and processes quicklyWillingness to travel and work outside of normal business hours, as neededLegally able to work in the United States#J-18808-Ljbffr

    Numbers & Facts

    LocationFort Worth, TX

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