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Account Manager - Commercial Lines

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Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of our associates and clients.  The Account Manager will provide personalized support to our Casualty 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, with a focus on Casualty Insurance Lines of coverage (medical malpractice, general liability, workers compensation, automobile, excess liability, etc.)
  • Responsible for 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-runs 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 research industry trends and governmental regulations that may impact the client and/or Lockton
  • Manage and oversee the Certificate of Insurance and ID card process.
  • Support the teams with Image Right filing, managing open items list, and contract reviews
  • Additional tasks, as requested by leadership

 

 

The most qualified candidate will possess the following:

  • Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred
  • Minimum of two (2) years of related commercial, underwriting, or risk management experience
  • Prior brokerage, insurance industry and/or client services experience strongly preferred
  • Knowledge and understanding of casualty lines of coverages (experience in the construction and/or healthcare lines of business preferred)
  • General understanding of casualty insurance coverages
  • 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 States

 

Additional Information

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.


Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.


**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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