Assistant Account Manager

Work in conjunction with Account Executives and/or Producers to manage an assigned book of business Responsible for coordination and execution of administrative and service functions for assigned accounts Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details Gather and compile exposure information, including loss-run schedules and stratifications Request and collect new and renewal quotes from carriers Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy Bind coverage under the direction of the Unit Manager and/or Account Executive Assist with the issuance and processing of client invoicing and bill discrepancies. Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton Process Certificates of Insurance and Auto ID card renewals. Will also help manage day to day requests submitted by clients Lend support to the team with contract and policy reviews Additional tasks, as requested by leadership #LI-GG1 Work in conjunction with Account Executives and/or Producers to manage an assigned book of business Responsible for coordination and execution of administrative and service functions for assigned accounts Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details Gather and compile exposure information, including loss-run schedules and stratifications Request and collect new and renewal quotes from carriers Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy Bind coverage under the direction of the Unit Manager and/or Account Executive Assist with the issuance and processing of client invoicing and bill discrepancies. Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton Process Certificates of Insurance and Auto ID card renewals. Will also help manage day to day requests submitted by clients Lend support to the team with contract and policy reviews Additional tasks, as requested by leadership #LI-GG1 Bachelor’s Degree in Insurance and Risk Management or related field (preferred) One (1) year of commercial insurance, underwriting, or risk management experience (preferred) Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint) Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients Strong organizational and time-management skills with the ability to work within high pressure time constraints Effective critical thinker with the ability to resolve complex client service issues Technical aptitude with the ability to learn systems and processes quickly Willingness to travel and work outside of normal business hours, as needed Legally able to work in the United States Bachelor’s Degree in Insurance and Risk Management or related field (preferred) One (1) year of commercial insurance, underwriting, or risk management experience (preferred) Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint) Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients Strong organizational and time-management skills with the ability to work within high pressure time constraints Effective critical thinker with the ability to resolve complex client service issues Technical aptitude with the ability to learn systems and processes quickly Willingness to travel and work outside of normal business hours, as needed Legally able to work in the United States

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