Be an early applicantLess than 25 applicants

This job has closed.

Company

Original Job Post

Lockton · 6 days ago

Account Manager

Seattle, WA

Full-time

Hybrid

Mid Level

2+ years exp

Wonder how qualified you are to the job?

ConsultingEmployee Benefits

Actively Hiring

Insider Connection @Lockton

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Services designated book of business as relating to marketing, claims, and administration

Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions

Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier

Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications

Requests and collects quotes (new and renewal) from carriers

Audits quotes, binders, and endorsements and makes requests for changes as needed

Processes audits and creates audit analysis for Client

Receives policy, then updates and completes policy check to ensure completeness

Updates specifications, application, and summary information to reflect changes during the year

Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff

Binds coverage under direction of the Unit Manager/Account Executive

Informs Client of any and all changes that may affect insurance premiums or coverage

Gathers and compiles information for new business opportunities

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

Issues and processes Client invoicing

Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies

Researches industry trends and governmental regulations

Performs other responsibilities and duties as needed

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client servicesBrokerage/commercial insuranceMicrosoft Office SuiteGovernmental regulationsInsurance educationComplianceLegal work authorizationAttention to detailOrganizational skillsTime managementInterpersonal skills

Required

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

Typically, two or more years of Client services experience is required

Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Strong attention to detail required

Ability to attend industry training sessions as needed

Understands industry trends and governmental regulations

Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed

Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.

Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information

Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner

Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed

Legally able to work in the United States