Account Manager - Cyber

Lockton; Kansas City (MO); On-site; USD 55,000 - 85,000; Full time

Job summary

Lockton in Kansas City, MO, seeks a client services professional to manage designated book of business, respond to client inquiries, and support coverage implementations. You will gather exposure data, prepare quotes with carriers, and ensure documentation is accurate and compliant.

This role emphasizes strong communication, MS Office proficiency, punctuality, and the ability to travel as needed. The ideal candidate has a bachelor’s degree in business and 3–7 years of client services experience.

Qualifications

• Bachelor's degree or equivalent experience in business administration or related field.
• Typically 3–7 years of client services experience required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Excellent verbal and interpersonal communication skills.
• Understanding of industry trends and regulatory considerations.
• Ability to meet deadlines and manage multiple tasks efficiently.

Responsibilities

• Serves designated book of business related to marketing, claims, and administration.
• Responds to client inquiries and documents communications and resolutions.
• Supports onboarding of new coverage by gathering documentation and reviewing plan details.
• Gathers exposure information, loss-run schedules, and client stratifications.
• Requests and reviews quotes from carriers; audits quotes, binders, and endorsements.
• Processes audits and creates audit analyses for clients; updates policy information.
• Binds coverage under direction of Unit Manager/Account Executive; informs clients of changes.
• Provides materials for client presentations and meetings; participates in industry training.

Skills

MS Office Suite

Strong communication

Time management

Attention to detail

Client services experience

Team collaboration

Education

Bachelor's degree in Business Administration

Tools

Data management systems

Job description

Your Responsibilities

• 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