Account Manager

Lockton Companies; Kansas City, Northern (MO, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

12 weeks parental leave

Rolex 10-year anniversary reward

Wellness events

Community involvement

Job summary

Lockton Companies in Kansas City, Missouri seeks a Client Services professional to support client inquiries, manage documentation, and coordinate with carriers on quotes and coverage details.

You will gather exposure information, process policy documents, and assist in new business opportunities while maintaining confidentiality and meeting deadlines.

This role offers growth opportunities, training, and a culture focused on community involvement and work-life balance.

Qualifications

• Bachelor’s Degree in Business Administration or related field.
• Typically three to seven years of Client services experience is required.
• Strong verbal and interpersonal communication skills.
• Ability to organize work and manage time to meet deadlines.
• Ability to comply with confidentiality of client and company information.
• Ability to attend company, department, and team meetings.
• Proficiency with office equipment and computer usage.

Responsibilities

• Responds to Client’s inquiries, maintains documentation of communications and issues resolutions.
• Supports implementation of new lines of coverage by setting up account and reviewing plan details.
• Gathers and compiles exposure information from the Client, including loss-run schedules.
• Requests and collects quotes from carriers (new and renewal).
• Audits quotes, binders, and endorsements and requests changes as needed.
• Processes audits and creates audit analysis for Client.
• Receives policy and updates policy check for completeness.
• Updates specifications, application, and summary information during the year.
• Monitors receipt of quotes from carriers and supports senior staff.
• Binds coverage under direction of Unit Manager/Account Executive.
• Informs Client of changes affecting premiums or coverage.
• Gathers information for new business opportunities and inputs data into system.
• Generates materials for Client presentations and meetings.
• Creates and sends compliance communications as needed.
• Issues and processes Client invoicing.

Education

Bachelor’s Degree in Business Administration or related field

3-7 years of Client services experience

Verbal and interpersonal communication

Time management

Confidentiality of client and company information

Meeting attendance and participation

Office equipment and computer usage

Tools

Microsoft Office Suite

Job description

Kansas City, Missouri, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement
• Frequent athletic and wellness events
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

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
• Gathers and compiles exposure information from the Client, including compiling 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
• Processes 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 any and all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunities
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Issues and processes Client invoicing
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Researches industry trends and governmental regulations
• Performs other responsibilities and duties as needed

Qualifications

Qualifications:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically three to seven years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as neededLegally able to work in the United States

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.