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Lockton

Account Manager

Lockton, Chicago, Illinois, United States, 60290

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Overview

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Account Manager

role at

Lockton . Location: Chicago, IL (as listed in postings). This description outlines responsibilities, qualifications, and related details for the role. Responsibilities

Services designated book of business as relating to marketing, claims, and administration Responds to client inquiries, maintains documentation of communications, existing issues, and issue resolutions Supports implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with client and carrier Gathers and compiles exposure information from the client, including loss-run schedules and client stratifications Requests and collects quotes (new and renewal) from carriers Audits quotes, binders, and endorsements and requests changes as needed Processes audits and creates audit analysis for the 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 determine action plans and assist in collection efforts or billing discrepancies Researches industry trends and governmental regulations Performs other responsibilities and duties as needed 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 Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint) Strong verbal and interpersonal communication skills Understands industry trends and governmental regulations Ability to complete continuing education requirements as needed Ability to attend company, department, and team meetings, including industry training sessions Ability to comply with all company policies and procedures, 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 and work on a computer for extended periods Ability to work outside of normal business hours as needed Legally able to work in the United States Compensation And Benefits

Lockton Companies LLC is committed to offering competitive pay and benefits and complies with applicable pay transparency laws. The base salary offered may vary and is contingent upon candidate education, skills, abilities, experience, and geographic location. Performance bonus: may be eligible based on organizational performance and individual contributions. Check out

Lockton Benefits Offerings

here. Seniority level

Mid-Senior level Employment type

Full-time Job function

Sales and Business Development Industries

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