An Account Manager in the Lockton Cyber and Technology Practice provides the highest level of customer service in supporting and coordinating complex Cyber Liability, Technology Errors & Omissions, and various other insurance placements for Enterprise organizations across industry classes. They champion client service engagements, support data driven risk modeling, and deliver custom solution design through a wide range of insurance and technology products alongside Account Executives.

Responsibilities

•    Client Servicing
o    Services designated book of business as it relates to building insurance programs, executing consultative engagements, and performing general client administration
o    Gathers and ensures accuracy of Client operational exposure information including reviewing financial statements & quarterly/annual reports, cyber security controls, policies, and procedures as well as contractual requirements and loss run schedules
o    Supports placement of new lines of coverage by initiating internal tooling processes, collecting and organizing documentation, and owning deliverable execution

•    Account Administration
o    Generates materials for Client presentations and meetings at direction of Account Executives
o    Updates specifications, summary information, and other client deliverables to reflect program changes
o    Responds to Client inquiries and maintains documentation of communications
o    Processes Client audits and creates audit analyses
o    Informs Client of all changes that may affect insurance premiums or coverage
o    Creates and sends compliance communications as needed
o    Engages with Producer and Accounting Department to execute collection efforts or triage billing discrepancies

•    Vendor Communication & Processing
o    Upholds insurance documentation standards by auditing quotes, binders, endorsements, and completing policy checks
o    Solicits, monitors receipt, and requests changes of quotes while facilitating carrier negotiations with Account Executives
o    Binds coverage under direction of the Unit Manager/Account Executives
o    Engages with Cybersecurity vendors to tailor custom solutions for Clients with Account Executive guidance

•    Data Hygiene
o    Gathers and compiles information for new business opportunities and renewal book management
o    Inputs client information into the data management system, ensuring accuracy and completeness
o    Participates in ongoing team calls for book maintenance, client engagement tracking, and other administrative requirements
 

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Position qualifications
•  Skills & Qualifications

•    Bachelor’s Degree in Business Administration, Risk Management, Finance, Economics or related field and/or years of experience equivalent
•    Typically, two or more years of direct corporate client facing experience is required
•    Strong attention to detail, plus organizational and time management skills to prioritize workloads and meet deadlines
•    Strong experience in Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) 
•    Strong verbal, written, and interpersonal skills to interact with Clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
•    Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended education beyond continuing education requirements
•    Understands financial and technology industry trends and governmental regulations
•    Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed
•    Legally able to work in the United States
 

This position may be eligible for annual discretionary bonus consideration.

Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.