Account Manager - Enterprise

Location
Denver, Colorado (US)
Salary
Not specified
Posted
Aug 06, 2018
Closes
Oct 05, 2018
Job Type
Not Specified

A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • A huge emphasis on community involvement
  • Frequent athletic and wellness events
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!

Description:

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts. 

Job Responsibilities:

  • Services designated book of business as relating to marketing, claims, and administration
  • Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
  • 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 stratifications
  • Requests and collects quotes (new and renewal) from carriers
  • Audits quotes, binders, and endorsements and makes requests for changes as needed
  • Processes audits and creates audit analysis for Client
  • Receives policy, then updates and completes policy check to ensure completeness
  • Updates specifications, application, and summary information to reflect changes during the year
  • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
  • Binds coverage under direction of the Unit Manager/Account Executive
  • Informs Client of any and all changes that may affect insurance premiums or coverage
  • Gathers and compiles information for new business opportunities
  • Inputs Client information into data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings
  • Creates and sends compliance communications as needed
  • Issues and processes Client invoicing
  • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
  • Researches industry trends and governmental regulations
  • Performs other responsibilities and duties as needed

Competencies:

  • Time Management & Organization:  Uses a range of skills, tools and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling and prioritizing
  • Professionalism:  Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients
  • Client Focus:  Practices Lockton’s motto: “We Live Service”, while serving clients’ needs, nurturing effective client relationships, and contributing to the overall success and satisfaction of Lockton
  • Reliability:  Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment
  • Communication:  Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflicts as needed
  • Industry Knowledge:  Stays current on issues impacting the industry by maintaining expertise in functional area
  • Critical Thinking & Problem Solving: Analyzes key information, questions and problems clearly and precisely. Uses deductive reasoning and problem-solving skills competently

Qualifications:

  • Bachelor’s Degree in Business Administration or related field  and/or years of experience equivalent
  • Typically three to seven years of Client services experience is required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed 
  • Ability to attend company, department, and team meetings as required, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information 
  • Ability to efficiently organize work and manage time in order to meet deadlines
  • Ability to travel by automobile and aircraft
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time 
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States

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