Account Manager

Kansas City, Missouri

Employer: Lockton, Inc.
Industry: 
Salary: Competitive
Job type: Full-Time
Job Summary:

Description:

  • Services designated book of business to include 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
  • Gathers and compiles information (NDA’s, renewal information, claims updates, etc.) from the Client
  • 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
  • Reviews quotes, binders, and endorsements and makes requests for changes as needed
  • Informs Client of all changes that may affect insurance premiums or coverage
  • Receives policy, then updates and completes policy check to ensure completeness
  • Gathers and compiles information for new business opportunities
  • Inputs Client information into data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings
  • Oversees Client invoicing and delivery
  • Engages with Producer, Accounting Department and account team to appropriately determine action plan and assist in collection efforts or billing discrepancies
  • Performs other responsibilities and duties as needed


Requirements:

Qualifications:

  • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
  • Three to five years of Client services experience is preferred
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • 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 all company policies and procedures, proactively protecting confidentiality of client and company information
  • Ability to efficiently organize work and manage time to meet deadlines
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States
Created: 2024-09-21
Reference: 2401QM
Country: United States
State: Missouri
City: Kansas City
ZIP: 64161

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