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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
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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 industryÂ
•   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 informationÂ
•   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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