Insurance Account Manager - Client Services & Coverage

Lockton; Grand Rapids (MI); On-site; USD 60,000 - 80,000; Full time

Job summary

Lockton in Grand Rapids, MI is seeking a Client Services Professional to support marketing, claims, and administration for designated books of business. You will respond to client inquiries and maintain documentation of communications, issues, and resolutions.

You will help implement new lines of coverage by gathering documentation, reviewing plan details with clients and carriers, and collecting quotes. You will also manage data entry, prepare materials for client meetings, and assist in

Qualifications

• Bachelor’s degree in Business Administration or related field.
• 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.
• Ability to travel by automobile and aircraft.
• Legally able to work in the United States.

Responsibilities

• 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
• Binds coverage under direction of the Unit Manager/Account Executive
• Informs Client of any and all changes that may affect insurance premiums or coverage
• 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

Client services

Communication

Organization

Travel

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton in Grand Rapids, MI is seeking a Client Services Professional to support marketing, claims, and administration for designated books of business. You will respond to client inquiries and maintain documentation of communications, issues, and resolutions.

You will help implement new lines of coverage by gathering documentation, reviewing plan details with clients and carriers, and collecting quotes. You will also manage data entry, prepare materials for client meetings, and assist in