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Account Manager- Real Estate

Account Manager- Real Estate

LocktonDenver, CO, US
30+ days ago
Job type
  • Full-time
Job description

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients' accounts.

Position 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
  • Ensure accuracy of exposure information from the Client, including reviewing 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
  • Process 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 all changes that may affect insurance premiums or coverage
  • Gathers and compiles information for new business opportunities
  • Inputs client information into the data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings
  • Creates and sends compliance communications as needed
  • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
  • Performs other work-related duties as needed

Position qualifications

  • 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

    • This position may be eligible for annual discretionary bonus consideration.

    Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.

    PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate's geographic location, job-related knowledge, experience, education, certifications, and skills.

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