Lockton

Sr. Account Manager - Real Estate

Lockton • $75K — $95K *
Kansas City, MO 64118In-Person
Real Estate & Construction
5 - 7 years of experience
More than 3 months ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business Administration or related field, or equivalent experience
  • Over 7 years of Client services experience
  • Proficient in Microsoft Office Suite
  • Strong verbal and interpersonal communication skills
  • In-depth knowledge of the brokerage industry
  • Familiarity with industry trends and regulations
  • Capacity for independent judgment and decision-making

Responsibilities

  • Develop and maintain strong internal and external relationships
  • Oversee marketing, claims, and administration for a designated book of business
  • Research root causes of policy issues and implement resolutions
  • Recommend improvements for processes, products, and policies
  • Analyze industry trends and provide strategic Client guidance
  • Create financial models and reports for Clients and senior staff
  • Engage in meetings with Clients to manage expectations and present coverage plans

Benefits

  • Mentorship and training opportunities for junior staff
  • Involvement in strategic planning with clients
  • Collaborative environment with senior staff
  • Opportunities for professional development through industry training
  • Flexible working hours as required
Full Job Description
Job Summary:

Description:

  • Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
  • Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
  • Researches an issues' root cause, implements, and resolves policy-related issues
  • Recommends potential enhancements or improvements to processes, products, and/or policies
  • Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
  • Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
  • Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
  • Engages in Client strategy meetings to manage insured expectations for upcoming term
  • Develops and presents coverage plan and renewal terms to Client
  • Assesses and interprets exposure information from the Client
  • Analyzes quotes from carriers to determine appropriate recommendations
  • Interprets and evaluates policy terms to ensure adequate coverage for Client's identified exposures
  • Facilitates Client premium financing
  • Participates in negotiations with carriers for new and renewal quotes
  • Collaborates with senior staff in selecting new markets for submission and requesting quotes
  • Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
  • Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
  • Researches and understands industry trends and government regulations
  • Mentors and trains junior-level staff
  • Performs other responsibilities and duties as needed


Requirements:

Qualifications:

  • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
  • Typically, more than 7 years of Client services experience is required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Demonstrates strong working knowledge and experience within brokerage industry
  • 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 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

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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