Account Manager

Lockton•Overland Park, KS

About The Position

The Account Manager services a designated book of business across marketing, claims, and administration. The role responds to client inquiries, maintains communication and issue-resolution documentation, and supports implementation of new coverage by setting up accounts, collecting documentation, and reviewing plan details with clients and carriers. The Account Manager gathers client exposure information, requests and reviews carrier quotes, processes audits, checks policies for completeness, and updates coverage materials as changes occur. The position monitors quotes submitted and negotiated by senior staff and binds coverage under the direction of the Unit Manager or Account Executive. It keeps clients informed of changes that may affect premiums or coverage, supports new-business opportunities, prepares client presentation materials and compliance communications, and processes client invoicing. The Account Manager also works with Producers and Accounting on collection efforts and billing discrepancies, researches industry trends and government 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 comply with company policies and procedures and proactively protect confidential 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, 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 related to marketing, claims, and administration.
Respond to client inquiries and maintain documentation of communications, existing issues, and resolutions.
Support implementation of new coverage lines 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-business 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 collections or billing discrepancies.
Research industry trends and governmental regulations.
Attend company, department, team, and industry training meetings as required.
Perform other responsibilities and duties as needed.