Account Manager - Real Estate and Hospitality

Lockton Companies - Dallas, TX

Full-time - Mid Level

Dallas, TX

Insurance Carriers and Related Activities

About the position

The Account Manager will provide personalized support to our Real Estate and Hospitality book of business with a focus on delivering exceptional service. This role is designed for individuals who thrive in a high-energy environment and seek the flexibility to operate independently while still being part of a collaborative team. The Account Manager will work closely with Account Executives and Producers to manage an assigned book of business, ensuring that all administrative and service functions are executed efficiently and effectively. This position requires a proactive approach to client service, with an emphasis on understanding client needs and delivering tailored solutions. In this role, the Account Manager will be responsible for the coordination and execution of various tasks, including the implementation of new lines of coverage, gathering exposure information, and preparing submission documentation. The Account Manager will also be tasked with requesting and collecting quotes from carriers, auditing policies for accuracy, and updating client specifications throughout the policy lifecycle. Additionally, the Account Manager will generate marketing materials for client presentations and assist with invoicing and billing discrepancies. The ideal candidate will possess strong organizational and time-management skills, enabling them to handle multiple tasks effectively under pressure. They will also need to demonstrate excellent communication skills, both written and verbal, to interact with clients and colleagues at all levels. A critical aspect of this role is the ability to think critically and resolve complex client service issues, ensuring that clients receive the highest level of service possible. The Account Manager will also be expected to stay informed about industry trends and regulations that may impact clients and Lockton, providing valuable insights and support to the team.

Responsibilities

• 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 with client and carrier
• Gather and compile exposure information, including loss-run schedules and stratifications
• Prepare submission documentation and transmit to markets as prompted by Account Executive
• 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
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• 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
• Provide oversight on the Certificate of Insurance and Auto ID card renewal process
• Lend support to the team with contract reviews
• Strong and positive team-oriented approach including training and mentorship
• Additional tasks, as requested by leadership

Requirements

• Bachelor's Degree in Insurance and Risk Management, Business Administration, or related field (preferred)
• Minimum of three (3) years of related commercial, underwriting, or risk management experience
• Prior real estate brokerage and/or client services experience required
• 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
• Excellent multi-tasking skills with the ability to effectively and efficiently handle all aspects of the client account
• 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