Job Summary:

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!



Primary responsibilities include:

• 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

Requirements:

• 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