Account Manager - Real Estate and Hospitality

Dallas, Texas

Employer: Lockton, Inc.
Industry: 
Salary: Competitive
Job type: Full-Time
Job Summary:

  • Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
  • 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-run schedules and stratifications
  • Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
  • 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
  • Bind coverage under the direction of the Unit Manager and/or Account Executive
  • 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.
  • Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton
  • Provide oversight on the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.
  • Lend support to the team with contract reviews
  • Strong and positive team-oriented approach including training and mentorship
  • Additional tasks, as requested by leadership


Requirements:

  • Bachelor's Degree in Insurance and Risk Management, Business Administration, or related field (preferred)
  • Minimum of three (3) years of related commercial, underwriting, or risk management experience
  • Prior real estate brokerage and/or client services experience required
  • Working knowledge of 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
  • Excellent multi-tasking skills with the ability to effectively and efficiently handle all aspects of the client account
  • Effective critical thinker with the ability to resolve complex client service issues
  • Technical aptitude with the ability to learn systems and processes quickly
  • Willingness to travel and work outside of normal business hours, as needed
  • Legally able to work in the United States
Created: 2024-06-06
Reference: 2400PA
Country: United States
State: Texas
City: Dallas
ZIP: 75287

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