Senior Insurance Account Manager

Lockton; Minneapolis (MN); Sur place; USD 60 000 - 82 000; Plein temps

Résumé du poste

Lockton in Minneapolis seeks an experienced Client Services professional to manage a designated book of business across marketing, claims, and administration. You will respond to client inquiries, coordinate with carriers, gather exposure data, prepare quotes, review audits, and support billing while protecting client confidentiality and meeting deadlines.

The role requires strong communication, time management, and the ability to travel as needed, with a legal ability to work in the United

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 of industry trends and governmental regulations.
• Ability to attend company, department and team meetings and industry trainings.
• Confidentiality protection of client and company information.
• Ability to organize work efficiently and meet deadlines.
• Ability to travel by automobile and aircraft.
• Legally able to work in the United States.

Responsabilités

• Services designated book of business relating to marketing, claims, and administration.
• Responds to Client inquiries, maintains documentation of communications and resolutions.
• Supports implementation of new lines of coverage by setting up accounts and gathering docs with Client and Carrier.
• Gathers exposure information from the Client, including loss-run schedules and client stratifications.
• Requests and collects quotes from carriers and audits quotes, binders, and endorsements.
• Processes audits and creates audit analyses; updates policy details as year changes.
• Binds coverage under direction of the Unit Manager/Account Executive; informs clients of changes.
• Generates materials for Client presentations and meetings; handles invoicing and billing queries.

Connaissances

Client services experience

Verbal and interpersonal communication

Time management

Confidentiality

Travel ability

Formation

Bachelor’s Degree in Business Administration or related field

Outils

Microsoft Office Suite

Description du poste

Lockton in Minneapolis seeks an experienced Client Services professional to manage a designated book of business across marketing, claims, and administration. You will respond to client inquiries, coordinate with carriers, gather exposure data, prepare quotes, review audits, and support billing while protecting client confidentiality and meeting deadlines.

The role requires strong communication, time management, and the ability to travel as needed, with a legal ability to work in the United