What are the responsibilities and job description for the Assistant Account Manager position at Lockton?
Responsibilities
Your Responsibilities
Qualifications
Your Responsibilities
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Researches an issues’ root cause, implements, and resolves policy-related issues
- Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
- Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
- Engages in limited client strategy meetings to manage insured expectations for upcoming term
- Gathers and compiles exposure information from the Client, including compiling loss-run schedules and SOV’s
- Establish an expertise in property modeling and exposure evaluation
- Participates in negotiations with carriers for new and renewal quotes with oversight
- Collaborates with senior staff in selecting new markets for submission and requesting quotes
- Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer
- Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
- Reviews quotes, binders, and endorsements and makes requests for changes as needed
- Receives policy, then updates and completes policy check to ensure completeness
- Updates specifications, application, and summary information to reflect changes during the year
- Informs Client of any and all changes that may affect insurance premiums or coverage
- 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
- Performs other responsibilities and duties as needed
Qualifications
- Strong knowledge of Microsoft Office Suite (Outlook and Excel)
- Strong verbal and interpersonal communication skills required
- Ability to complete continuing education requirements as well as CPCU & ARM
- 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