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    Senior Account Manager - Charlotte, United States - Lockton, Inc.

    Lockton, Inc.
    Lockton, Inc. Charlotte, United States

    Found in: Lensa US P 2 C2 - 8 hours ago

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    Description
    Job Summary:

    Description:
    • Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
    • 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
    Requirements:

    Qualifications:
    • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
    • Typically, more than 7 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
    • Demonstrates strong working knowledge and experience within brokerage industry
    • 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 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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