Account Manager - Energy

Lockton; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Lockton is seeking an experienced Client Services professional in Houston to manage designated client book of business related to marketing, claims, and administration. You will respond to inquiries, document communications, and support new lines of coverage by coordinating with clients and carriers.

You will gather exposure information, request and review quotes, process audits, and ensure policy accuracy.

Qualifications

• Bachelor’s degree in business or related field or equivalent experience.
• Three to seven years of client services experience.
• Proficient in Word, Outlook, Excel, and PowerPoint.
• Strong verbal and interpersonal communication skills.
• Ability to travel as needed.
• Ability to comply with policies and protect confidentiality.

Responsibilities

• Manage designated client book of business in marketing, claims, and administration.
• Respond to client inquiries and document communications and resolutions.
• Support new lines of coverage by coordinating with client and carrier.
• Gather exposure information, loss runs, and client stratifications.
• Request quotes from carriers and review quotes and endorsements.
• Process audits, create audit analyses, and update policy information.
• Bind coverage under supervision and inform clients of changes.
• Input client data into data management system accurately.
• Prepare materials for client presentations and meetings.
• Coordinate with Producer and Accounting on billing and collections.
• Research industry trends and regulations.

Skills

Verbal and interpersonal communication

Microsoft Office Suite

Education

Bachelor’s Degree in Business Administration or related field

Job description

Your 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
• 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