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Account Manager- Technology

4 months ago

San Francisco, California, United States Lockton Companies Full time

Job Summary:


• The Account Manager is responsible for the highest level of customer service in servicing, supporting, and coordinating Clients' account


• This individual will service a designated book of business as relating to marketing, claims, and administration


• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier


• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratification


• Requests and collects quotes (new and renewal) from carrier


• Audits quotes, binders, and endorsements and makes requests for changes as needed


• The Account Manager engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancie


• Perform other work-related duties as assigned

Requirements:


• The ideal candidate will possess a bachelor's degree in Business Administration or related field and/or years of experience equivalent


• Typically, three to five years of Client services experience is required


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


• Strong attention to detail required


• Ability to travel by automobile and aircraft and be away from home more than one day and night


• Legally able to work in the United State

If you are ready to experience the Lockton difference, APPLY NOW

This position may be eligible for annual discretionary bonus consideration.