Assistant Account Manager/Account Manager
Houston, United States of America
Administration
2401BB
Assistant Account Manager/Account Manager
Houston, United States of America
Administration
2401BB
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Texas Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Lockton is seeking an up-and-coming 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 General Property 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
· Prepare 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
· 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.
· Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton
· Provide oversight of internal processes and requests submitted by clients
· Support the teams with filing, contract review, and open item lists
· Strong and positive team-oriented approach including training and mentorship of new Associates
· Additional tasks, as requested by leadership
Qualifications
· Bachelor’s Degree in Business Administration, Insurance and Risk Management, or related field preferred
· Minimum of one (1) year of related commercial, underwriting, or risk management experience
· Prior commercial property account management and/or service experience (strong 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 successfully manage a variety of Client accounts
· Effective critical thinker with the ability to resolve complex client service issues
· Technical aptitude with the ability to learn systems and processes quickly
· Interest in developing your foundational knowledge of commercial insurance and seeking an opportunity to build a lasting career at Lockton
· Willingness to travel and work outside of normal business hours, as needed
· Legally able to work in the United States
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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