Account Manager- Real Estate
- 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
- 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
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