Account Manager- Real Estate
Denver, Colorado
Employer: Lockton, Inc.
Industry:
Salary: Competitive
Job type: Full-Time
Job Summary:
• The Account Manager is responsible for the highest level of customer service in servicing, supporting, and coordinating Clients’ account
• This individual will service a designated book of business as relating to marketing, claims, and administration
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratification
• Requests and collects quotes (new and renewal) from carrier
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• The Account Manager engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancie
• Perform other work-related duties as assigned
Requirements:
• The ideal candidate will possess a bachelor's degree in Business Administration or related field and/or years of experience equivalent
• Typically, three to five years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong attention to detail required
• Ability to travel by automobile and aircraft and be away from home more than one day and night
• Legally able to work in the United State
If you are ready to experience the Lockton difference, APPLY NOW!
This position may be eligible for annual discretionary bonus consideration.
• The Account Manager is responsible for the highest level of customer service in servicing, supporting, and coordinating Clients’ account
• This individual will service a designated book of business as relating to marketing, claims, and administration
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratification
• Requests and collects quotes (new and renewal) from carrier
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• The Account Manager engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancie
• Perform other work-related duties as assigned
Requirements:
• The ideal candidate will possess a bachelor's degree in Business Administration or related field and/or years of experience equivalent
• Typically, three to five years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong attention to detail required
• Ability to travel by automobile and aircraft and be away from home more than one day and night
• Legally able to work in the United State
If you are ready to experience the Lockton difference, APPLY NOW!
This position may be eligible for annual discretionary bonus consideration.
Created: 2024-04-28
Reference: 2400OP
Country: United States
State: Colorado
City: Denver
ZIP: 80264
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