Account Manager - Cyber

Lockton•Kansas City, MO

About The Position

The Account Manager - Cyber services a designated book of business, supporting marketing, claims, and administration. The role responds to client inquiries; maintains records of communications, issues, and resolutions; and supports implementation of new coverage lines by setting up accounts, gathering documentation, and reviewing plan details with clients and carriers. The Account Manager gathers client exposure information, compiles loss-run schedules and client stratifications, requests and collects new and renewal quotes, and monitors quotes submitted and negotiated by more senior staff. The role audits quotes, binders, and endorsements, requests changes as needed, processes audits and prepares audit analyses, receives and checks policies for completeness, and updates specifications, applications, and summaries as information changes during the year. Coverage is bound under the direction of the Unit Manager or Account Executive. The role keeps clients informed about changes that may affect premiums or coverage; gathers information for new business opportunities; maintains accurate client data; prepares materials for client presentations and meetings; sends compliance communications; and issues and processes client invoices. It also works with Producers and the Accounting Department on collection efforts and billing discrepancies, researches industry trends and regulations, and performs other duties as needed.

Requirements

Bachelor’s degree in Business Administration or a related field and/or equivalent years of experience.
Typically three to seven years of client services experience.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong verbal and interpersonal communication skills.
Understanding of industry trends and governmental regulations.
Ability to complete continuing education requirements as needed.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with company policies and procedures and proactively protect confidential client and company information.
Ability to organize work efficiently and manage time to meet deadlines.
Ability to travel by automobile and aircraft.
Ability to use office equipment, including a computer, keyboard, calculator, photocopier, and facsimile machine.
Ability to work at a computer for a prolonged amount of time.
Ability to work outside normal business hours as needed.
Legally able to work in the United States.

Responsibilities

Service a designated book of business relating to marketing, claims, and administration.
Respond to client inquiries and document communications, existing issues, and issue resolutions.
Support implementation of new lines of coverage by setting up accounts, collecting documentation, and reviewing plan details with clients and carriers.
Gather and compile client exposure information, including loss-run schedules and client stratifications.
Request and collect new and renewal quotes from carriers.
Audit quotes, binders, and endorsements and request changes as needed.
Process audits and create audit analyses for clients.
Receive policies and complete policy checks to ensure completeness.
Update specifications, applications, and summary information to reflect changes during the year.
Monitor receipt of carrier quotes after submission and negotiation by more senior staff.
Bind coverage under the direction of the Unit Manager or Account Executive.
Inform clients of changes that may affect insurance premiums or coverage.
Gather and compile information for new business opportunities.
Enter client information into the data management system, ensuring accuracy and completeness.
Generate materials for client presentations and meetings.
Create and send compliance communications as needed.
Issue and process client invoices.
Work with Producers and the Accounting Department to determine action plans and assist with collection efforts or billing discrepancies.
Research industry trends and governmental regulations.
Perform other responsibilities and duties as needed.