Lockton Verified
Insurance, Financial Services
Account Manager
Houston, TXOnsiteFull TimePosted 6 days agoVisa sponsorship available
Required skills
- Client Services
- Microsoft Office Suite
- Word
- Outlook
- Excel
- PowerPoint
- Interpersonal Communication
- Industry Trends
- Governmental Regulations
- Continuing Education
Nice to have
- Business Administration
Role summary
The Account Manager role focuses on client services within the insurance industry. Responsibilities include managing client inquiries, supporting new coverage implementations, gathering client data, requesting and auditing quotes from carriers, processing policies, and managing client invoicing. The role requires strong knowledge of Microsoft Office Suite, excellent communication and interpersonal skills, and the ability to research industry trends and regulations. A Bachelor's Degree in Business Administration or equivalent experience is preferred, with typically three to seven years of client services experience required.
- 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 with Client and Carrier
- Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
- Requests and collects quotes (new and renewal) from carriers
- Audits quotes, binders, and endorsements and makes requests for changes as needed
- Processes audits and creates audit analysis for Client
- Receives policy, then updates and completes policy check to ensure completeness
- 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 any and all changes that may affect insurance premiums or coverage
- 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
- Creates and sends compliance communications as needed
- Issues and processes Client invoicing
- Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
- Typically three to seven years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands 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 all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- 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
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