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    Account Manager-Employee Benefits - Chicago, United States - Lockton, Inc.

    Lockton, Inc.
    Lockton, Inc. Chicago, United States

    3 weeks ago

    Default job background
    Description
    Job Summary:

    Description:
    • 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, including compiling loss-run schedules and client stratifications
    • Requests and collects quotes (new and renewal) from carriers
    • Audits quotes, binders, and endorsements and makes requests for changes as needed
    • Processes audits and creates audit analysis for Client
    • 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
    Requirements:

    Qualifications:
    • 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
    #LI-Hybrid
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