Account Manager - Real Estate at Lockton Companies - UAE

Seattle, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

0.0

Posted On

12 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Account Servicing, Marketing, Claims Administration, Documentation, Implementation Support, Exposure Information Accuracy, Quote Collection, Quote Auditing, Binder Review, Endorsement Processing, Audit Analysis, Data Management, Client Presentations, Compliance Communications, Interpersonal Skills

Industry

Insurance

Description

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts. Position responsibilities • 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 • Ensure accuracy of exposure information from the Client, including reviewing 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 • Process 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 all changes that may affect insurance premiums or coverage • Gathers and compiles information for new business opportunities • Inputs client information into the data management system, ensuring accuracy and completeness • Generates materials for Client presentations and meetings • Creates and sends compliance communications as needed • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies • Performs other work-related duties as needed Position qualifications • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Typically, two or more years of Client services experience is required • Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Strong attention to detail required • Ability to attend industry training sessions as needed • Understands industry trends and governmental regulations • Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed • Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines. • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner • Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed • Legally able to work in the United States This position may be eligible for annual discretionary bonus consideration. Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits. PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.

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Responsibilities

The Account Manager is responsible for providing high-level customer service by servicing, supporting, and coordinating client accounts, including managing marketing, claims, and administration tasks for a designated book of business. Key duties involve responding to client inquiries, ensuring data accuracy, collecting and auditing quotes from carriers, and processing policy updates and changes.