Account Manager - Middle Market

Kansas City, Missouri, United States of America

About the Position
Lockton is a global professional services firm that advises clients on protecting their people, property, and reputations. This role focuses on supporting client services for marketing, claims, and administrative engagements.

Benefits

Opportunities for growth and advancement, including paid training and professional development

12‑week paid parental leave

Emphasis on community involvement

Frequent athletic and wellness events

US Associates receive a Rolex for their 10‑year anniversary

Scope of Services
Services are designated as related to marketing, claims, and administration.

Responsibilities

Respond to client inquiries and document communications and resolutions.

Support implementation of new coverage lines by setting up accounts, collecting documentation, and reviewing details with clients and carriers.

Gather and compile exposure information, including loss‑run schedules and client stratifications.

Request and collect quotes (new and renewal) from carriers.

Audit quotes, binders, and endorsements and request changes as needed.

Process audits and create audit analysis for clients.

Receive policies, update and complete policy checks for completeness.

Update specifications, applications, and summary information to reflect changes during the year.

Monitor receipt of quotes from carriers once submitted and negotiated by senior staff.

Binds coverage under direction of the Unit Manager/Account Executive.

Inform clients of any changes affecting premiums or coverage.

Gather and compile information for new business opportunities.

Input client information into data management systems, ensuring accuracy.

Generate materials for client presentations and meetings.

Create and send compliance communications as needed.

Issue and process client invoicing.

Engage with producers and accounting to determine action plans and assist in collection or billing disputes.

Research industry trends and governmental regulations.

Perform other related responsibilities and duties as assigned.

Qualifications

Bachelor’s Degree in Business Administration or related field, or equivalent experience.

Typically three to seven years of client services experience.

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).

Strong verbal and interpersonal communication skills.

Understanding of industry trends and governmental regulations.

Commitment to continuing education requirements.

Ability to attend company and industry meetings, including training sessions.

Ability to comply with all company policies and protect confidentiality.

Effective organizational and time‑management skills to meet deadlines.

Ability to travel by automobile and aircraft.

Proficiency with office equipment such as computers, keyboards, calculators, photocopiers, and facsimiles.

Ability to work long periods on a computer.

Availability to work outside 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. We strive to cultivate a caring culture that learns from, celebrates, and thrives on our breadth of differences. Recruiting, developing, and retaining individuals with diverse backgrounds and experiences is vital to our long‑term success.

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