- 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
- Requests and collects quotes (new and renewal) from carriers
- Audits 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
- 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
- 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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Account Manager- Financial Services - San Francisco, United States - Lockton Companies
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.
Business unit
West Series
$65,000-$90,000
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
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.
About LocktonLockton 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.
How We Will Support You
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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