- Provides excellent customer service by servicing a book of business and recommends potential enhancements and improvements to processes, products and/or policies.
- Detail oriented and strong ability to multitask in a high call volume environment.
- Responsible for renewing, servicing and retaining client business.
- Review renewal quotes for accuracy and ensure customer's exposures are adequately covered.
- Effectively uses Lockton Affinity and carrier's agency management systems to service and renew policies; includes proper file documentation for auditing purposes.
- Responsible for completing routine service requests in a timely manner such as: certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.
- Responsible for gathering renewal information by contacting client for updated exposure information; obtaining missing information per underwriting, program and company guidelines.
- Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
- Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
- Protects the confidentiality of information learned by performing the duties of the position.
- Bachelor's degree preferred or equivalent education and/or experience in insurance.
- A minimum of 2 years of Working knowledge of commercial property/casualty coverages.
- A minimum of 2 years of client services experience within and the brokerage industry or equivalent.
- Current P&C insurance license.
- Understanding of commercial rating concepts.
- Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
- Proficient in Microsoft Office software.
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
Account Manager - Overland Park, United States - Lockton Companies
Description
SUMMARY
Lockton Affinity, in Overland Park, KS is searching for an Account Manager to join our team. The Account Manager is responsible for the retention and servicing needs of Lockton Affinity clients. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned to meet business needs.
EDUCATION/EXPERIENCE:
The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job.