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Lockton · 2 weeks ago

Senior Account Manager, Real Estate Team

Pembroke Pines, FL

Full-time

Onsite

Mid, Senior Level

4+ years exp

Lockton is a leading insurance brokerage firm, and they are seeking a Senior Account Manager to lead client service experiences on their Real Estate Team. The role involves supporting risk management strategies, managing client relationships, and ensuring client satisfaction through innovative solutions and effective communication.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

In support of larger more complex accounts (serving under AE), the Senior AM is responsible as the key contact for client's service related issues

He or she is the technical advisor for coverages and risk related questions, discussing business and market changes that may impact coverage or risk profile

Reviews client contracts and provides guidance about insurance requirements and risk considerations

For Middle Market Accounts, he/she serves as the strategic advisor for the client, responsible for the overall client satisfaction, client relations and client retention

He/she sets the strategy for service, program design and implementation

Conducts open items meeting for ongoing service items

For larger complex risks, supports the AE with the strategic planning process, preparing, analyzing information and making recommendations to the AE

For middle market accounts, drives strategy planning process with the client, evaluates changes, client goals and financial health and makes recommendations for pre-renewal and stewardship planning

Drives program and marketing process

Communication with client and markets as directed by AE for large complex clients

For middle market clients, communicates with client and matters of strategic significance and oversees the marketing and placement process

Leads complex negotiations with carrier markets

Monitors account and insures that billing and invoicing is up to date

Works with the producer regarding profitability

For larger complex risks, supports the AE with executing the defined marketing strategy, analyzes and provides recommendations to AE

For middle market, services as the primary lead responsible for the execution of successful marketing

Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures

Reviews final quotes and recommendations, conducts final negotiations with carriers, presents recommendation to clients and documents client acceptance of renewal strategy

Project manage renewal implementation

Work with carriers and client to oversee program changes/endorsements with AA

Project manage new client onboarding leveraging standard checklists and tools

Document communications strategy, and enroll client in standard delivered programs or client add ons

Oversee AA activities to ensure administrative set up for successful client management is completed

Works in conjunction with AE, as appropriate to establish key reporting metrics for each client

Manages client financial reporting and claims analysis including providing the data to the client

Works closely with financial analytics team as appropriate

Effectively managing one's time and resources to ensure that work is completed efficiently

Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time

Meeting and exceeding (internal or external) customer expectations while cultivating relationships that secure commitment and trust

Taking action to establish and maintain connections with people outside one’s formal work group, including those outside the organization (e.g., peers, cross-functional partners, and vendors), who are willing and able to provide the information, ideas, expertise, and/or influence needed to achieve work goals

Working cooperatively with others to help a team or work group achieve its goals

Identifying and understanding problems and opportunities by gathering, analyzing, and interpreting quantitative and qualitative information; choosing the best course of action by establishing clear decision criteria, generating and evaluating alternatives, and making timely decisions; taking action that is consistent with available facts and constraints and optimizes probable consequences

Qualification

Client services experienceP&C coverage knowledgeRisk financing strategiesNegotiation skillsInsurance market relationshipsFinancial analysisMicrosoft Office proficiencyPresentation skillsCollaborationDecision making

Required

4+ year's experience in client services experience in client services for property and casualty including servicing and placement

Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry

Intermediate/ Advanced knowledge Intermediate understanding of P&C coverage lines

Intermediate knowledge of risk financing strategies and products available to clients (e.g., guarantee cost, loss sensitive, collateral). Ability to address financial and collateral considerations with the markets on behalf of the client

Excellent relationships with insurance/carrier markets in assigned areas, or ability to develop same immediately

Intermediate negotiation skills related to marketing and placement of insurance products. Understands how to position risks to underwriters to support the best possible outcomes

A strong working knowledge of the changing vendor landscape including new entrants into the marketplace and cutting-edge products and solutions

Expert knowledge of federal and state legislation and legal issues related to the insurance industry

Ability to compile, analyze, and interpret complex financial information and data to facilitate decision making and translate to client to best meet strategic objectives

Full proficiency in the use of Microsoft Word, Excel, and PowerPoint

Intermediate presentations skills

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

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2023 (1)