Account Manager

Lockton; Minneapolis (MN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Referral Bonus

Job summary

Lockton is seeking an Account Manager to service a designated book of business covering marketing, claims and administration in a Minneapolis office. You will respond to client inquiries, maintain communications records, and support implementation of new lines of coverage with clients and carriers.

The role requires a bachelor’s degree and 3–7 years in client services, plus strong communication skills and travel readiness to meet clients and carriers as needed.

Qualifications

• Bachelor’s degree or equivalent experience in business administration or related field.
• Typically three to seven years of client services experience.
• Proficient with Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Ability to travel by automobile and aircraft.

Responsibilities

• Designate service of the book of business related to marketing, claims, and administration.
• Respond to client inquiries and document communications, issues, and resolutions.
• Support implementation of new lines of coverage by setting up accounts and coordinating with clients and carriers.

Skills

Client services

Communication skills

Travel readiness

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Account Manager – (2601TT)

Referral Bonus

: 2,000.000000

Minimum Salary

: 65,000.000000

Maximum Salary

: 85,000.000000

Description

• 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

• 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 needed
• Legally able to work in the United States

Primary Location

: MN-Minneapolis

Schedule

: Full-time

Hiring Manager

: Steve Wayne Christenson

Organization

: Founders

Anticipated Closing Date

:Ongoing|Ongoing