Senior Account Manager - Commercial Construction

Lockton Companies; Florida; On-site; USD 70,000 - 100,000; Full time

Job summary

Pembroke Pines, Florida-based Lockton Companies is seeking an Account Manager to be the primary service contact for an assigned book of business and to develop a strong working relationship with clients and carriers.

Responsibilities include implementing new client launches, routine service, meetings, and developing proposals, with emphasis on service excellence and effective communication. A bachelor’s degree and insurance experience are required.

Qualifications

• Bachelor's degree in a business-related field or equivalent insurance experience.
• At least 3 years' experience in the insurance industry, specifically in employee benefits.
• Strong negotiation and persuasion skills.
• Advanced working knowledge of Microsoft Office applications.
• Demonstrated presentation skills and communication.
• Excellent customer service and relationship-building abilities.
• Strong project management and organizational skills.
• Ability to interact effectively with vendors.
• Knowledge of financial arrangements and products for clients.

Responsibilities

• Serve as the primary service contact for an assigned book of business and develop strong client/carrier relationships.
• Lead and implement new client launches including timelines and communications with carriers and employees.
• Deliver routine servicing, schedule development, reporting, and vendor coordination as needed.
• Attend client meetings solo or with senior staff per schedule and contribute to strategy.
• Perform marketing activities and support client engagement initiatives.
• Review client documents and agreements, ensuring accuracy and clarity.
• Explain new benefit offerings and communication strategies to clients.
• Develop prospective client proposals and build opportunities.

Skills

Negotiation

Presentations

Customer service

Vendor management

Project management

MS Office

Relationship building

Financial acumen

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Access

Job description

Pembroke Pines, Florida, United States of America

At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers.

Responsibilities

• Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
• Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
• Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
• Conducts all marketing efforts as assigned by unit.
• Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
• Responsible for explaining new benefit offerings and communication strategies to existing clients.
• Develops prospective client proposals.

Qualifications

Requirements

• Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
• At least 3 years' experience in the insurance industry, specifically in the employee benefits area is required.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
• Demonstrated presentation skills including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
• Ability to interact with vendors effectively.
• Good working knowledge of financial arrangements and products available to clients.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.