Construction Insurance Account Leader

Lockton; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid training

Parental leave

Community involvement

Rolex milestone reward

Job summary

Kansas City, Missouri-based Lockton is seeking a seasoned Client Services professional to support client inquiries, gather data, and coordinate coverage with carriers. You will assist in quotes, audits, and policy updates while ensuring accuracy and timely communication with clients and colleagues.

The role emphasizes proactive service, regulatory awareness, and teamwork, with opportunities for training, community involvement, and advancement within the firm.

Qualifications

• Bachelor’s Degree in Business Administration or related field or equivalent experience.
• Typically three to seven years of Client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Understanding industry trends and governmental regulations.
• Ability to attend company, department, and team meetings as required.

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 requests 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 determine action plan and assist in collection efforts or billing discrepancies.
• Researches industry trends and governmental regulations.
• Performs other responsibilities and duties as needed

Skills

Client services experience

Verbal and interpersonal communication

Ability to meet deadlines

Industry trends and regulations

Time management

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Kansas City, Missouri-based Lockton is seeking a seasoned Client Services professional to support client inquiries, gather data, and coordinate coverage with carriers. You will assist in quotes, audits, and policy updates while ensuring accuracy and timely communication with clients and colleagues.

The role emphasizes proactive service, regulatory awareness, and teamwork, with opportunities for training, community involvement, and advancement within the firm.