Senior Account Manager (Commerical Insurance)

Lockton Companies; Fort Worth (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Account Manager to deliver exceptional service in commercial insurance. This role focuses on managing client accounts, coordinating administrative functions, and supporting the implementation of new coverage lines. The ideal candidate will thrive in a high-energy environment, demonstrating independence and a commitment to client success. Join a company that values diversity, equity, and inclusion, and offers a supportive culture where you can grow your career. If you are passionate about client service and ready to make a difference, this opportunity awaits you.

Benefits

Industry-leading health insurance

Career growth opportunities

Flexible working arrangements

Support for health and wellbeing

Qualifications

• 5+ years of experience in commercial insurance or risk management.
• Strong organizational skills and ability to work under pressure.

Responsibilities

• Manage an assigned book of business and coordinate service functions.
• Gather exposure information and manage client invoicing.

Skills

Commercial Insurance Knowledge

Client Service Skills

Organizational Skills

Communication Skills

Critical Thinking

Time Management

Education

Bachelor’s Degree in Insurance and Risk Management

Bachelor’s Degree in Business

Tools

Microsoft Office (Excel, Word, PowerPoint)

Job description

Senior Account Manager (Commercial Insurance)

Fort Worth, Texas, 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.

About the Position

Lockton is seeking an experienced commercial insurance professional who is an independent thinker and is motivated by the growth of our associates and clients. The Senior Account Manager will provide personalized support to an assigned book of business with a focus on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”, Apply Today!

Responsibilities

• Work in conjunction with Account Executives to manage an assigned book of business (generalized clientele)
• Responsible for coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
• Gather and compile exposure information, including loss-runs and stratifications
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist with the issuance and processing of client invoicing and bill discrepancies
• Manage and oversee the Certificate of Insurance and ID card process
• Support the teams with Image Right filing, managing open items list, and contract reviews
• Additional tasks, as requested by leadership

Qualifications

• Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred
• Minimum of five (5) years of related commercial, underwriting, or risk management experience
• Working knowledge of commercial lines coverages
• Understanding of and experience utilizing Microsoft Office Products (Excel, Word and PowerPoint)
• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients
• Strong organizational and time-management skills with the ability to work within high-pressure time constraints
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Ability to work 2-3 days a week in local Fort Worth office

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal 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 learns from, celebrates and thrives because of our breadth 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 10,000+ Associates doing business in over 100 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.