Lockton

Account Manager - Power and Renewables

Lockton • $70K — $95K *
Houston, TX 77084In-Person
Energy & Utilities
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business Administration or related field, or equivalent experience
  • 3-7 years of Client services experience
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, Teams, PowerPoint)
  • Excellent verbal and interpersonal communication skills
  • Understanding of industry trends and governmental regulations
  • Ability to work independently and manage time effectively

Responsibilities

  • Service assigned book of business related to marketing, claims, and administration
  • Respond to Client inquiries and maintain documentation of communications
  • Support the implementation of new lines of coverage by managing documentation flow
  • Collect and compile exposure information from Clients, including loss-run schedules
  • Request and audit quotes from carriers, ensuring accuracy before presenting to Clients
  • Generate Client presentation materials and manage compliance communications
  • Handle invoicing and assist in billing discrepancies alongside Producer and Accounting Department

Benefits

  • Opportunity for continual professional development through industry training
  • Collaborative work environment with dedicated support from teams
  • Potential for career progression within the company
  • Ability to work on diverse projects and engage with Clients across various sectors
Full Job Description
Job Summary:

  • 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 in internal systems, 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 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:

  • 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
  • Able to work independently with minimal supervision, self-motivated, and proactively identifies tasks and follows through to completion without constant direction
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, Teams, 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 work outside of normal business hours as needed
  • Legally able to work in the United States

About Lockton

Lockton Companies is the world's largest privately held insurance brokerage firm, providing insurance, risk management, employee benefits and retirement services. The company was founded in 1966 and is headquartered in Kansas City, Missouri. Lockton has more than 7,500 associates in over 100 offices worldwide. The company serves clients in a variety of industries, including construction, healthcare, hospitality, manufacturing, real estate, and technology. Lockton is known for its innovative solutions and exceptional customer service.
Learn more about Lockton
Size
7,500 employees
Industry
Finance & Insurance
Founded
1966
* Ladders Estimates

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