Account Manager - Cyber

About the Role

You will manage a designated book of business, handling all aspects of marketing, claims, and administration for clients. This role involves direct client interaction, supporting new business implementations, and ensuring accurate and timely processing of insurance policies and related documentation.

Responsibilities

• Respond to client inquiries, maintain documentation of communications, and track existing issues and resolutions.
• Support the implementation of new lines of coverage by setting up accounts, collecting documentation, and reviewing plan details with clients and carriers.
• Gather and compile exposure information from clients, including loss-run schedules and client stratifications.
• Request and collect quotes (new and renewal) from carriers, audit them, and process changes as needed.
• Process audits and create audit analyses for clients.
• Receive, update, and complete policy checks to ensure accuracy and completeness.
• Update specifications, applications, and summary information to reflect changes throughout the year.
• Monitor receipt of quotes from carriers once submitted and negotiated by senior staff.
• Bind coverage under the direction of the Unit Manager or Account Executive.
• Inform clients of any changes that may affect insurance premiums or coverage.
• Gather and compile information for new business opportunities.
• Input client information into the data management system, ensuring accuracy and completeness.
• Generate materials for client presentations and meetings.
• Create and send compliance communications as needed.
• Issue and process client invoicing, and engage with the Producer and Accounting Department to resolve billing discrepancies or collection efforts.
• Research industry trends and governmental regulations.
• Perform other responsibilities and duties as assigned.

Requirements

• Bachelor’s Degree in Business Administration or a related field, and/or equivalent years of 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.
• Understanding of industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings, including industry training sessions.
• Ability to comply with all company policies and procedures, including protecting client and company confidentiality.
• Strong organizational and time-management skills to meet deadlines.
• Ability to travel by automobile and aircraft.
• Proficiency with office equipment such as computers, keyboards, calculators, photocopiers, and facsimile machines.
• Ability to work on a computer for prolonged periods.
• Ability to work outside of normal business hours as needed.
• Legal authorization to work in the United States.