Account Manager

Lockton; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton is seeking an experienced insurance professional to join our Account Management team in Dallas, TX. You will support a specified book of business with a focus on delivering exceptional service and enabling growth for associates and clients.

You will collaborate with Account Executives to manage accounts, gather exposure data, coordinate submissions, and assist with quotes, invoicing, and compliance. Travel may be required for client meetings and markets as needed.

Qualifications

• Bachelor’s degree in Insurance and Risk Management, Business, or related field preferred.
• Minimum of two years of related commercial, underwriting, or risk management experience.
• Prior brokerage, insurance industry and/or client services experience preferred.
• Experience in commercial lines coverages.
• General understanding of casualty insurance coverages.
• Professional written and verbal communication skills.

Responsibilities

• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business.
• Coordinate and execute administrative and service functions for assigned accounts.
• Support implementation of new lines of coverage by setting up account and gathering documentation.
• Gather exposure information, including loss-runs and stratifications.
• Prepare submission documentation and transmit to markets when prompted.
• Request and collect quotes from carriers.
• Audit policies, quotes, binders, and endorsements for accuracy.
• Update specifications and summaries to reflect changes during policy lifecycle.
• Bind coverage under direction of Unit Manager/Account Executive.
• Generate marketing materials for client presentations.
• Send compliance communications as needed.
• Assist with invoicing and bill discrepancies; coordinate with Surplus Lines as needed.
• Research industry trends and regulations impacting clients and Lockton.
• Manage Certificate of Insurance and ID card processes.
• Support Image Rights filing, open items list, and contract reviews.
• Handle additional tasks as requested by leadership.

Skills

Communication skills

Time management

Critical thinking

Technical aptitude

Education

Bachelor’s Degree in Insurance & Risk Management

Tools

Microsoft Office (Excel, Word, PowerPoint)

Job description

Your Responsibilities

Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of our associates and clients. The Account Manager will provide personalized support a specified book of business with a focus on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”,

• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
• Responsible for coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
• Gather and compile exposure information, including loss-runs and stratifications
• Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
• Bind coverage under the direction of the Unit Manager and/or Account Executive
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist with the issuance and processing of client invoicing and bill discrepancies. This will also involve working with the Surplus Lines Department, as needed.
• Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton
• Manage and oversee the Certificate of Insurance and ID card process.
• Support the teams with Image Right filing, managing open items list, and contract reviews
• Additional tasks, as requested by leadership

Qualifications

The most qualified candidate will possess the following:

• Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred
• Minimum of two (2) years of related commercial, underwriting, or risk management experience
• Prior brokerage, insurance industry and/or client services experience strongly preferred
• Experience in commercial lines coverages
• General understanding of casualty insurance coverages
• Working knowledge of Microsoft Office Products (Excel, Word, and PowerPoint)
• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients
• Strong organizational and time-management skills with the ability to work within high-pressure time constraints
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Willingness to travel and work outside of normal business hours, as needed
• Legally able to work in the United States