Account Manager - Real Estate and Hospitality

Dallas, TX, United States

Account Manager - Real Estate and Hospitality

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

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. If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”, Apply Today!

Business unit Texas Series

Schedule Full-time

Job type Experienced Professional

Workplace Hybrid

Your 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

Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if 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. Will also help manage day to day requests submitted by clients.

Lend support to the team with contract reviews

Strong and positive team-oriented approach including training and mentorship

Additional tasks, as requested by leadership

Qualifications 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

Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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