Client Services & Insurance Account Manager

Lockton Companies; Grand Rapids (MI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Parental leave

Community involvement

Wellness events

Long service rewards

Job summary

Lockton Companies in Grand Rapids, Michigan, is seeking a client services professional to support inquiries, document communications, and resolve issues for assigned clients.

The role involves coordinating new coverage, gathering exposure data, obtaining quotes, and reviewing plan details with clients and carriers. Strong communication and organization are essential; travel and after-hours work may be required.

Qualifications

• Bachelor’s Degree in Business Administration or related field.
• Typically three to seven years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Ability to comply with company policies and protect confidentiality of client information.
• Ability to travel by automobile and aircraft; work outside normal hours as needed.

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 (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
• Gathers and compiles information for new business opportunities

Skills

Client services

Microsoft Office

Communication skills

Education

Bachelor’s Degree in Business Administration or related field

Three to seven years of Client services experience

Tools

Microsoft Office Suite

Job description

Lockton Companies in Grand Rapids, Michigan, is seeking a client services professional to support inquiries, document communications, and resolve issues for assigned clients.

The role involves coordinating new coverage, gathering exposure data, obtaining quotes, and reviewing plan details with clients and carriers. Strong communication and organization are essential; travel and after-hours work may be required.