Account Manager - Power and Renewables

Lockton; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Lockton is seeking a Client Services Representative to manage a designated book of business in Houston, Texas. This role includes responding to client inquiries, managing documentation, and supporting the implementation of new lines of coverage. The ideal candidate will possess a Bachelor’s Degree in Business Administration or a related field and have 3-7 years of client services experience. Strong knowledge of Microsoft Office Suite is required. This position requires the ability to work independently and travel as needed.

Qualifications

• Typically three to seven years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, Teams, and PowerPoint).
• Legally able to work in the United States.

Responsibilities

• Serves designated book of business as relating to marketing, claims, and administration.
• Responds to Client’s inquiries, maintains documentation of communications.
• Requests and collects quotes from carriers.

Skills

Client services experience

Microsoft Office Suite

Verbal and interpersonal communication

Education

Bachelor’s Degree in Business Administration or related field

Job description

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 in internal systems, 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 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
• Able to work independently with minimal supervision, self-motivated, and proactively identifies tasks and follows through to completion without constant direction
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, Teams, 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 work outside of normal business hours as needed
• Legally able to work in the United States