Account Manager - Cyber

Responsibilities

• Service a designated book of business related to marketing, claims, and administration.
• Respond to client inquiries, maintain documentation of communications, track existing issues, and resolve them.
• Support the implementation of new lines of coverage by setting up accounts, collecting required documentation, and reviewing plan details with the client and carrier.
• Gather and compile exposure information from clients, including loss-run schedules and client stratifications.
• Request and collect quotes (new and renewal) from carriers.
• Audit quotes, binders, and endorsements; request changes as needed.
• Process audits and create audit analyses for clients.
• Receive policies, update them, and complete policy checks to ensure completeness.
• Update specifications, applications, and summary information to reflect changes during the year.
• Monitor receipt of quotes from carriers once submitted and negotiated by senior staff.
• Bind coverage under the direction of the Unit Manager/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.
• Engage with producers and the accounting department to determine action plans and assist in collection efforts or billing discrepancies.
• Research industry trends and governmental regulations.
• Perform other responsibilities and duties as needed.

Qualifications

• 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, proactively protecting the confidentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use 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.
• Legally able to work in the United States.