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Account Manager - Risk Management

Company: Lockton
Location: Houston
Posted on: August 8, 2022

Job Description:

Lockton is seeking an experienced insurance professional who thrives in a collaborative team environment and is motivated by the growth of our associates and clients. -The Account Manager will provide personalized support to our Risk Management book of business with a focus 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, 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
  • Create and send compliance communications, as needed
  • 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 researches industry trends and governmental regulations that may impact the client and/or Lockton
  • Provide oversight on the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.
  • Support the teams with Image Right filing
  • Support the teams by managing open items lists
  • Lend support to the team with contract reviews
  • Strong and positive team-oriented approach including training and mentorship
  • Additional tasks, as requested by leadershipThe most qualified candidate will possess the following:
    • Bachelor's Degree in Insurance and Risk Management or related field preferred
    • Minimum of three (3) years of related commercial, underwriting, or risk management experience
    • Prior brokerage and/or client services 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 and time-management skills with the ability to work within high-pressure time constraints
    • Effective critical thinker with the ability to resolve complex client service issues
    • Technical aptitude with the ability to learn systems and processes quickly
    • Willingness to travel and work outside of normal business hours, as needed
    • Legally able to work in the United StatesLockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone's family.

Keywords: Lockton, Houston , Account Manager - Risk Management, Executive , Houston, Texas

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