Account Manager- Life and Annuities - Overland Park, 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.
About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations.

Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives.

To see the latest insights from Lockton's experts, check Lockton Market Update .
A few of the reasons Associates love working at Lockton include:
Opportunities for growth and advancement, including paid training and professional development
12-week paid parental leave
A huge emphasis on community involvement
Frequent athletic and wellness events
Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary
Business unit

Lockton Affinity, LLC
Schedule

Full-time
Job type

Standard
Workplace

Hybrid
Your Responsibilities


SUMMARY:
Lockton Affinity, located in Overland Park, KS, is looking for an Account Manager to join the Synchronize team.

The Account Manager will own, manage, and provide customer support with caseload of in-process life insurance, annuity, long term care or related applications from submission to policy issue.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Collaborate with the team to provide a seamless insurance client experience.

Assist with application completion, including taking new applications and reviewing submitted applications for missing information before submission to the insurance carrier.

Support the review of underwriting requirements such as Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms, and other medical and financial documents for carrier submission.

Conduct regular follow-ups via phone and email on all outstanding underwriting requirements.

Organize and prioritize workloads to ensure timely processing, issuing, and placement of cases, while maintaining frequent communication to manage advisor expectations.

Maintain the internal processing database to document all work activities, communications, and support on assigned cases.
Serve as a key point of contact for all case-associated issues, coordinating with all team members.
Review issued insurance policies for accuracy before dispatching to clients via mail or email.

Follow up with clients on policy delivery requirements, such as application amendments, health statements, and insurance premiums, to ensure policy placement within the specified timeframe.

Qualifications


EDUCATION/EXPERIENCE:
Bachelor's degree in business or equivalent education and/or experience preferred but not required.

1-2 years of experience working in the insurance industry specific to Life, Health, or Annuity within the area of Case/Account/Relationship Management.

Knowledge of the life insurance and annuity process preferred.
Capacity to prioritize workload and work in fast-paced environment.
High sense of urgency and problem-solving state of mind.
Ability to communicate consistently, precisely and professionally in both verbal and written communication with internal and external customers.
Ability to provide excellent customer service with 1+ years of customer service experience.
Capable of working independently as well as in a team environment.
Ability to work in a self-directed fashion.
Proficiency with Microsoft Office including Teams, Word, Excel and Outlook.
Currently have or be able to obtain a life and health insurance license within the first 6 months.
Ability to react to change in a productive and positive manner.
Ability to work evenings and/or weekend hours.

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.

Equal Opportunity Statement

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 Lockton

Lockton 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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