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    Account Manager- Financial Services - San Francisco, United States - Lockton, Inc.

    Lockton, Inc.
    Lockton, Inc. San Francisco, United States

    5 hours ago

    Default job background
    Description

    Job Summary:


    • 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 resolution
    • 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
    • Requests and collects quotes (new and renewal) from carrier
    • Audits quotes, binders, and endorsements and makes requests for changes as needed
    • Receives policy, then updates and completes policy check to ensure completene
    • 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 opportunitie
    • Inputs Client information into data management system, ensuring accuracy and completene
    • Generates materials for Client presentations and meeting
    • 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 discrepancie
    • Researches industry trends and governmental regulation
    • Performs other responsibilities and duties as needed
    Requirements:


    • 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 regulation
    • Ability to complete continuing education requirements as needed
    • Ability to attend company, department, and team meetings as required, including industry training session
    • 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 deadline
    • 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 State
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