Account Manager - Property & Casualty - Tampa

Lockton Companies - Tampa, FL

Full-time - Mid Level

Tampa, FL

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

At Lockton, we are dedicated to helping our employees reach their full potential. As an Account Manager in the Property & Casualty division, you will serve as the primary service contact for an assigned book of business, fostering strong relationships with both clients and carriers. Your role will involve implementing new client launches, which includes coordinating carrier involvement, managing communication campaigns, and ensuring timely execution of project timelines. You will be responsible for the exchange of information, including file transfers and enrollment systems, to ensure a smooth onboarding process for clients. In addition to new client launches, you will handle routine service tasks, which encompass developing and executing service schedules, conducting participation reporting, and addressing client inquiries in collaboration with carriers. You will meet with clients regularly, either independently or alongside an Account Executive or Unit Leader, to maintain standardized meeting schedules. Your marketing efforts will also play a crucial role in promoting our services and offerings to clients. As part of your responsibilities, you will review agreements and documents such as employee booklets and carrier contracts, ensuring that clients are well-informed about new benefit offerings and communication strategies. You will also be tasked with developing proposals for prospective clients, showcasing our commitment to delivering exceptional service and innovative solutions.

Responsibilities

• Serve as the primary service contact for an assigned book of business.
• Develop strong working relationships with clients and carriers.
• Implement new client launches, including carrier involvement and communication campaigns.
• Manage employee correspondence and adhere to project timelines.
• Coordinate information exchange, including file transfers and enrollment systems.
• Conduct routine service tasks, including developing and executing service schedules.
• Participate in reporting and coordinate client and carrier initiatives.
• Meet with clients according to standardized meeting schedules, either alone or with an Account Executive or Unit Leader.
• Conduct marketing efforts as assigned by the unit.
• Review agreements and documents such as employee booklets and carrier contracts.
• Explain new benefit offerings and communication strategies to existing clients.
• Develop proposals for prospective clients.

Requirements

• Minimum of a Bachelor's Degree in a business-related field or equivalent experience in the insurance industry.
• At least 3 years of experience in the insurance industry, specifically in employee benefits.
• Demonstrated professional negotiation and persuasion skills.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access).
• Demonstrated presentation skills, including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills with the ability to develop relationships with multiple clients.
• Ability to interact effectively with vendors.
• Good working knowledge of financial arrangements and products available to clients.

Benefits

• Industry-leading health insurance options to support overall health and wellbeing.
• Opportunities for career growth and development.
• A supportive and inclusive work culture that values diversity and equity.