Senior Account Manager - Real Estate

The Account Manager is the service experience leader of the client team, supporting / implementing the risk management / insurance program strategies. The Account Manager supports the client and Account Executive in program administration, marketing and placement and carrier management. He or she also provides directions and works with the Account Analyst to deliver on client needs. A trusted advisor who is responsive and receptive, the Account Manager provides innovative solutions and industry best deliverables through application of technical knowledge.   The Account Manager always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.

• On an ongoing basis, the AM is responsible as the key contact for the client's service-related issues. Confirm coverage or answer questions about the specifics of the Policy.  Provide counsel or direction when a loss occurs.  Interpret policy information and share back to the client accurately. Discuss business changes that may impact coverage due to acquisition or reducing coverage due to a divesture. Review client contracts and provide guidance about insurance requirements or coverages that may be needed to satisfy contractual obligations. Conduct open items meetings for ongoing service requests
• Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.  Analyzes gathered information and makes recommendations and provides insight based on level and skillset.

Coordinates communications for presentations and meetings for the Account team.   Presents portions of the renewal that the AM has supported during the marketing.