Account Manager

4 weeks ago

San Francisco, United States Lockton, Inc. Full time
Job Summary:

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

Position responsibilitie

• 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 resolution

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

• Ensure accuracy of exposure information from the Client, including reviewing 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

• Process audits and creates audit analysis for Client

• Receives policy, then updates and completes policy check to ensure completene

• 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 opportunitie

• Inputs client information into the data management system, ensuring accuracy and completene

• Generates materials for Client presentations and meeting

• 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 discrepancie

• Performs other work-related duties as needed

Requirements:

Position qualification

• 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 regulation

• 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

This position may be eligible for annual discretionary bonus consideration.

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