Assistant Account Manager/Account Manager
Birmingham, United States of America
Client Services
2401HH
Assistant Account Manager/Account Manager
Birmingham, United States of America
Client Services
2401HH
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.
About the Position
As we continue to build-out our U.S. Power & Renewables team, Lockton Global Energy & Power is seeking commercial insurance professional with a passion for delivering exceptional service and an interest in helping clients grow and contribute to the energy transition over the next decade.
The Team is seeking a high energy team player who thrives in a client focused environment, supported by leaders who are invested in Associate growth and development. The Assistant Account Manager is an ideal position for candidates looking to build on their foundational insurance knowledge, and who want to play an active role in how our Power & Renewables clients grow and contribute to the energy over the next decade.
Business unit
Texas Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
- Takes guidance from and supports senior staff members.
- Issues and processes Client invoicing. Assists in the research of invoice and billing errors.
- Handles Certificate and Auto ID Card requests from clients.
- Reviews and processes policies and endorsements for accuracy of coverage, policy, content and form completion. Makes requests for changes as needed.
- Open/maintains billing screen, reports issues including accounts receivable/payable with follow-up to account managers.
- Compiles exposure information from the Client, including compiling loss-run schedules and SOV’s.
- Updates renewal specifications, application, and summary information to reflect changes during the year.
- Inputs Client information into data management system, ensuring accuracy and completeness.
- Generates materials for Client presentations and meetings.
- Creates and sends compliance communications as needed.
- Performs other responsibilities and duties as needed.
Qualifications
- Bachelor’s degree or equivalent work experience.
- Ideally a minimum of one (1) year of experience within the insurance industry (commercial lines experience preferred).
- Foundational knowledge of policy language and basic coverages.
- Working knowledge of Microsoft Office Suite and other platforms; (Outlook, Excel, Teams, Webex and ImageRight).
- Strong verbal and interpersonal communication skills required.
- Ability to attend company, department, and team meetings as required, including industry training sessions.
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
- Strong organizational skills, including time management and ability to prioritize responsibilities and requests to meet deadlines.
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.
Similar Vacancies
View allLife at Lockton
September 8, 2024
August 30, 2024
August 27, 2024
August 23, 2024