Lockton
Join to apply for the
Senior Account Manager - Transportation
role at
Lockton Join to apply for the
Senior Account Manager - Transportation
role at
Lockton Services designated book of business as relating to marketing, claims, and administration Responds to Clients 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
Your Responsibilities
Services designated book of business as relating to marketing, claims, and administration Responds to Clients 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
Qualifications
Bachelors Degree in Business Administration or related field and/or years of experience equivalent Typically, more than five years of brokerage 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 Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Sales and Business Development Industries
Insurance Referrals increase your chances of interviewing at Lockton by 2x Sign in to set job alerts for Senior Account Manager roles.
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Senior Account Manager - Transportation
role at
Lockton Join to apply for the
Senior Account Manager - Transportation
role at
Lockton Services designated book of business as relating to marketing, claims, and administration Responds to Clients 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
Your Responsibilities
Services designated book of business as relating to marketing, claims, and administration Responds to Clients 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
Qualifications
Bachelors Degree in Business Administration or related field and/or years of experience equivalent Typically, more than five years of brokerage 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 Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Sales and Business Development Industries
Insurance Referrals increase your chances of interviewing at Lockton by 2x Sign in to set job alerts for Senior Account Manager roles.
Houston, TX $190,000.00-$250,000.00 1 week ago Houston, TX $73,950.00-$102,000.00 3 days ago Key Account Manager - Hospital Patient Monitoring (Houston)
Houston, TX $171,500.00-$203,000.00 1 week ago Key Account Manager - Immunology and Gene Therapy - Houston Territory
Houston, TX $45,000.00-$65,000.00 1 month ago Houston, TX $135,000.00-$145,000.00 1 week ago Dealership Account Manager - Houston, TX
Houston, TX $90,000.00-$100,000.00 1 month ago Houston, TX $94,400.00-$144,600.00 3 weeks ago Houston, TX $70,000.00-$80,000.00 1 day ago Account Manager [OTE $120,000/year USD], CXT Software
Customer Success Manager, Industrial Software
Houston, TX $100,000.00-$150,000.00 2 days ago Houston, TX $65,000.00-$80,000.00 2 weeks ago Enterprise Account Manager - Energy Storage
Fuel Territory/Account Manager - Houston, TX
Sr. Field Account Manager - Hybrid in Houston, TX
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr