Strategic Insurance Account Manager – Client Success

Lockton; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Lockton is seeking a Client Services professional in Houston, Texas, to manage client inquiries, maintain documentation, and support coverage implementation. Candidates should hold a Bachelor’s in Business Administration or a related field and have 3-7 years of Client services experience. Key skills include proficiency in Microsoft Office and strong communication abilities. This role involves working closely with clients and carriers to ensure effective service delivery.

Qualifications

• Typically three to seven years of Client services experience required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Legally able to work in the United States.

Responsibilities

• Responds to Client’s inquiries and maintains documentation.
• Supports implementation of new lines of coverage.
• Requests and collects quotes from carriers.
• Issues and processes Client invoicing.

Skills

Microsoft Office Suite

Verbal communication

Interpersonal communication

Time management

Education

Bachelor’s Degree in Business Administration or related field

Job description

Lockton is seeking a Client Services professional in Houston, Texas, to manage client inquiries, maintain documentation, and support coverage implementation. Candidates should hold a Bachelor’s in Business Administration or a related field and have 3-7 years of Client services experience. Key skills include proficiency in Microsoft Office and strong communication abilities. This role involves working closely with clients and carriers to ensure effective service delivery.