Energy Account Manager: Client Success & Coverage Ops

Socket.dev; Houston (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

Socket.dev is seeking a Client Services professional in Houston to manage a designated book of business relating to marketing, claims and administration. You will respond to client inquiries, maintain documentation, review plan details with clients and carriers, and support new coverage implementations.

The role requires 3–7 years of client services experience, strong Microsoft Office skills, and the ability to travel as needed.

Qualifications

• Bachelor’s Degree in Business Administration or related field (or equivalent experience).
• 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.
• Understands industry trends and governmental regulations.
• Ability to attend continuing education requirements as needed.
• Ability to travel by automobile and aircraft.
• Legally able to work in the United States.

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

Skills

Microsoft Office

Verbal communication

Interpersonal skills

Industry regulations

Continuing education

Travel readiness

Confidentiality

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Socket.dev is seeking a Client Services professional in Houston to manage a designated book of business relating to marketing, claims and administration. You will respond to client inquiries, maintain documentation, review plan details with clients and carriers, and support new coverage implementations.

The role requires 3–7 years of client services experience, strong Microsoft Office skills, and the ability to travel as needed.