Job Description
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Ability to perform all Account Manager responsibilities, duties, and expectations
- Services a designated book of business as relating to marketing, assisting with claim issues, and day to day administration
- Researches issues’ root cause, implements, and resolves policy related issues
- Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
- Recommends and implements potential enhancements or improvements to processes, products, and/or policies
- Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
- Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client presentation materials
- Interprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverage
- Engages in Client strategy meetings to manage insured expectations for upcoming term
- Develops and assists with presenting marketing and renewal terms to Client
- Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
- Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
- Prepare and release RFP to appropriate markets
- Overall responsibility for managing updates to Client employee facing communications
- Prepare and conduct open enrollment presentations and meetings
- Researches and understands industry trends and Carrier product offerings and emerging trends
- Knowledge of governmental compliance/regulations to educate Client and respond to client inquiries
- Mentors and trains junior-level staff
- Performs other responsibilities and duties as needed
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
- Typically 3+ years of related Client services experience is required
- Demonstrates strong working knowledge and experience within brokerage industry
- 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 delegate tasks effectively
- 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, and photocopier
- 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
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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