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Account Manager - Risk Solutions

Lockton
Posted 6 months ago, valid for 21 days
Location

Atlanta, GA 30334, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The Account Manager will serve as the primary service contact for an assigned book of business, fostering strong relationships with clients and carriers.
  • Responsibilities include implementing new client launches, routine service management, and conducting client meetings according to standardized schedules.
  • Candidates must possess a Bachelor's Degree in a business-related field and have at least 3 years of experience in the insurance industry, particularly in commercial property and casualty.
  • The role requires advanced knowledge of Microsoft products and strong project management, organizational, and customer service skills.
  • Salary details are not provided in the job description.

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers.

Responsibilities

  • Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
  • Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
  • Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
  • Conducts all marketing efforts as assigned by unit.
  • Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
  • Responsible for explaining new benefit offerings and communication strategies to existing clients.
  • Develops prospective client proposals.

 



Requirements

  • Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
  • At least 3 years’ experience in the insurance industry, specifically in the commercial property and casualty area is required.
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
  • Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
  • Demonstrated presentation skills including preparation and execution.
  • Strong project management and organizational skills.
  • Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
  • Ability to interact with vendors effectively.
  • Good working knowledge of financial arrangements and products available to clients.

 




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