Account Manager - Technology

Account Manager

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating clients' accounts.

Position Responsibilities • Services designated book of business as relating to marketing, claims, and administration • Responds to client's inquiries, maintains documentation of communications, existing issues, and issue resolutions • Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier • Ensures accuracy of exposure information from the client, including reviewing loss-run schedules and client stratifications • Requests and collects quotes (new and renewal) from carriers • Audits quotes, binders, and endorsements and makes requests for changes as needed • Processes audits and creates audit analysis for client • Receives policy, then updates and completes policy check to ensure completeness • Updates specifications, application, and summary information to reflect changes during the year • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff • Binds coverage under direction of the unit manager/account executive • Informs client of all changes that may affect insurance premiums or coverage • Gathers and compiles information for new business opportunities • Inputs client information into the data management system, ensuring accuracy and completeness • Generates materials for client presentations and meetings • Creates and sends compliance communications as needed • Engages with producer and accounting department to appropriately determine action plan and assist in collection efforts or billing discrepancies • Performs other work-related duties as needed

Position Qualifications • Bachelor's degree in business administration or related field and/or years of experience equivalent • Typically, two or more years of client services experience is required • Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Strong attention to detail required • Ability to attend industry training sessions as needed • Understands industry trends and governmental regulations • Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed • Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines. • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner • Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed • Legally able to work in the United States

Salary Range

• Maximum Salary: US Dollar (USD) 102,000
• Minimum Salary: US Dollar (USD) 81,000