Senior Account Manager

Job title: Senior Account Manager

About the Role Senior Account Manager at Lockton leads the servicing and strategic guidance for a designated book of business, ensuring high levels of client satisfaction by meeting or exceeding industry standards. This role collaborates with clients, carriers, and internal teams to provide tailored coverage plans and renewal terms.

What You'll Do

• Develops and maintains favorable internal and external relationships to deliver the highest level of customer service.
• Oversees the servicing of a designated book of business (marketing, claims, administration).
• Researches root causes, implements, and resolves policy-related issues.
• Recommends enhancements to processes, products, and/or policies.
• Uses discretion and independent judgment when analyzing industry trends and providing client guidance.
• Develops financial models and reports for clients and senior staff, interprets analysis, and provides recommendations.
• Provides strategic planning and consultative advice to clients, including changes to coverage plans.
• Engages in client strategy meetings to manage insured expectations for upcoming term.
• Develops and presents coverage plans and renewal terms to clients.
• 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 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 as needed.

What We're Looking For

• Bachelor’s Degree in Business Administration or related field; typically 7+ years of client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Demonstrates strong working knowledge and experience within the brokerage industry.
• Understands industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings, including industry training sessions.
• Ability to protect 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 (computer, keyboard, calculator, photocopier, fax).
• 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.

Compensation & Benefits Lockton provides industry-leading health insurance and additional options to support overall health and wellbeing. We also provide a supportive culture that values diversity, inclusion, and opportunities for career growth. Regular customer-focused recognition and community involvement opportunities are part of our people-first approach.