Senior Account Manager - Middle Market

Lockton, Inc.
Dallas, TX
30+ days ago

Job Description

Lockton is seeking a self-motivated, highly efficient team player who thrives in a progressive, client-driven environment to join our Dallas Middle Market Team. The Senior Account Manager is one of the primary business contacts for our clients and is responsible for possessing and applying knowledge of industry trends and related regulations in the course of servicing client accounts in an innovative manner. This position will develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service and satisfaction.


Primary Job Functions/Responsibilities include:

  • Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
  • Researches an issues’ root cause, implements, and resolves policy-related issues
  • Recommends potential enhancements or improvements to processes, products, and/or policies
  • Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
  • Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
  • Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
  • Engages in Client strategy meetings to manage insured expectations for upcoming term
  • Develops and presents coverage plan and renewal terms to Client
  • Assesses and interprets exposure information from the Client
  • Analyzes quotes from carriers to determine appropriate recommendations
  • Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
  • Facilitates Client premium financing
  • Participates in negotiations with carriers for new and renewal quotes
  • Collaborates with senior staff in selecting new markets for submission and requesting quotes
  • Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
  • Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
  • Researches and understands industry trends and government regulations
  • Mentors and trains junior-level staff
  • Performs other responsibilities and duties as needed

The most qualified candidate will possess the following:

  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Minimum of five (5) years of client services experience is required. Insurance and/or brokerage experience strongly preferred.
  • Working knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Excellent verbal and interpersonal communication skills required
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements, as required
  • Ability to attend company, department, and team meetings, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Ability to effectively organize work and manage time to meet deadlines
  • Flexibility to travel by automobile and aircraft (up to 10% travel required both locally and domestically)
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States

Source

https://www.indeed.com/jobs

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