Project Manager

Lockton; Kansas City (MO); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage in Kansas City is seeking an Account Manager to oversee client accounts focusing on self-funded employee benefits. The ideal candidate has strong experience in client services and must possess solid knowledge of Microsoft Office. Responsibilities include managing client inquiries, implementing new coverage lines, and maintaining necessary documentation.

Qualifications

• Typically three to seven years of client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Ability to work on a computer for a prolonged amount of time.

Responsibilities

• Manage designated book of business related to marketing, claims, and administration.
• Respond to client inquiries and maintain documentation.
• Support implementation of new lines of coverage.

Skills

Client services experience

Microsoft Office Suite

Strong verbal communication

Interpersonal communication skills

Education

Bachelor’s Degree in Business Administration

Job description

Overview

Account Manager - Self Funded Employee Benefits at Lockton. This role involves managing designated book of business related to marketing, claims, and administration; responding to client inquiries; maintaining documentation of communications, existing issues, and issue resolutions; supporting implementation of new lines of coverage; gathering exposure information; requesting and collecting quotes; auditing quotes, binders, and endorsements; processing audits; updating policy information; monitoring quotes; binding coverage under supervision; informing clients of changes affecting premiums or coverage; gathering information for new business opportunities; data entry into the client management system; generating materials for client presentations; sending compliance communications; handling invoicing; collaborating with the Producer and Accounting Department; researching industry trends and regulations.

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Insurance