Account Manager

Socket.dev; Kansas City (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Socket.dev in the United States (Missouri, Kansas City) is seeking an experienced Client Services professional to manage a designated book of business, respond to client inquiries, and maintain communications and documentation related to policies and coverage.

You will gather exposure data, request and review quotes from carriers, audit quotes and endorsements, and assist with invoicing and compliance. A bachelor's degree and 3–7 years of experience are typically required.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3–7 years of client services experience.
• Proficient in Microsoft Office Suite.
• Strong verbal and interpersonal communication skills.
• Understanding of industry trends and regulations.
• Ability to attend meetings and training sessions.

Responsibilities

• Gathers and maintains documentation of client communications and issue resolutions.
• Responds to client inquiries and ensures timely responses.
• Assists in implementing new lines of coverage and reviews plan details with client and carrier.
• Gathers exposure information, loss-run schedules, and client stratifications.
• Request and collect quotes from carriers; audit quotes and endorsements.
• Process audits and creates audit analysis for client.
• Update policy information and reflect changes during the year.
• Coordinate with producer and accounting to determine action plans and billing.
• Research industry trends and governmental regulations.

Skills

Communication skills

Interpersonal skills

Time management

Attention to detail

Organizational skills

Education

Bachelor's Degree in Business Administration or related field

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

PowerPoint

Job description

Description

• 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 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

Qualifications

• 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