Insurance Account Manager: Client Services & Coverage Ops

Lockton; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Lockton in Kansas City, MO seeks a Client Services professional to support designated book of business across marketing, claims and administration. You will respond to client inquiries, document communications, and assist in issuing quotes and endorsements.

You will gather exposure information, review plan details with clients and carriers, and help prepare materials for client meetings while ensuring accuracy in data management systems.

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

• 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

Communication skills

Time management

Travel ready

Computer literacy

Education

Bachelor's Degree in Business

Tools

Microsoft Office

Job description

Lockton in Kansas City, MO seeks a Client Services professional to support designated book of business across marketing, claims and administration. You will respond to client inquiries, document communications, and assist in issuing quotes and endorsements.

You will gather exposure information, review plan details with clients and carriers, and help prepare materials for client meetings while ensuring accuracy in data management systems.