Client Services Account Manager – Growth & Solutions

Lockton Companies; Des Moines (IA); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Parental leave

Training & development

Community involvement

Wellness events

Rolex reward for long service

Job summary

Lockton Companies in Des Moines, IA is seeking a Client Services professional to support a book of business for marketing, claims, and administration.

You will respond to inquiries, gather data, prepare quotes, and coordinate with carriers while ensuring accuracy and confidentiality.

Requirements include a Bachelor’s in Business or related field and 3–7 years of client services experience; travel as needed.

Qualifications

• Bachelor’s degree in business administration or related field.
• Typically 3–7 years of client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Ability to travel by automobile and aircraft.

Responsibilities

• 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 loss-run schedules and client stratifications.
• Requests and collects quotes 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.

Skills

Client services

Communication

Time management

Travel flexibility

Education

Bachelor’s Degree in Business Administration or related field

Tools

MS Office

CRM software

Job description

Lockton Companies in Des Moines, IA is seeking a Client Services professional to support a book of business for marketing, claims, and administration.

You will respond to inquiries, gather data, prepare quotes, and coordinate with carriers while ensuring accuracy and confidentiality.

Requirements include a Bachelor’s in Business or related field and 3–7 years of client services experience; travel as needed.