Account Manager - Enterprise
- Employer
- Lockton Companies, LLC
- Location
- Denver, Colorado (US)
- Salary
- Not specified
- Posted
- Aug 06, 2018
- Closes
- Aug 27, 2018
- Category
- Claims, Customer Service, Sales
- Job Type
- Not Specified
- Career Level
- Experienced (Non-Manager)
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
Description:
The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
Job 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
Competencies:
- Time Management & Organization: Uses a range of skills, tools and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling and prioritizing
- Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients
- Client Focus: Practices Lockton’s motto: “We Live Service”, while serving clients’ needs, nurturing effective client relationships, and contributing to the overall success and satisfaction of Lockton
- Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment
- Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflicts as needed
- Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area
- Critical Thinking & Problem Solving: Analyzes key information, questions and problems clearly and precisely. Uses deductive reasoning and problem-solving skills competently
Qualifications:
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
- Typically three to seven years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- 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
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States