Insurance Account Manager - Client Success & Solutions

Lockton Companies; Houston, Northern (TX, KY); Hybrid; USD 48,000 - 72,000; Full time

Job summary

Lockton Companies in Houston, Texas is seeking a client services professional to support our clients with inquiries, document handling, and carrier interactions. You will gather information, coordinate quotes, review plan details, and ensure accurate data entry.

The role requires a Bachelor's in Business Administration or related field, 3–7 years of client services experience, strong MS Office skills, and excellent communication.

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 attend company, department, and team meetings as required, including industry training sessions.
• Legally able to work in the United States.

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 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

Skills

MS Office

Communication skills

Travel availability

Education

Bachelor's degree in Business Administration

Job description

Lockton Companies in Houston, Texas is seeking a client services professional to support our clients with inquiries, document handling, and carrier interactions. You will gather information, coordinate quotes, review plan details, and ensure accurate data entry.

The role requires a Bachelor's in Business Administration or related field, 3–7 years of client services experience, strong MS Office skills, and excellent communication.