Account Manager- Technology
📋 Role Overview & Responsibilities
Your Responsibilities
The Account Manager is responsible for the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts This individual will service a designated book of business as relating to marketing, claims, and administration 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 The Account Manager engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies Perform other work-related duties as assigned
Qualifications
The ideal candidate will possess a bachelor’s degree in Business Administration or related field and/or years of experience equivalent Typically, three to five years of Client services experience is required Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Strong attention to detail required Ability to travel by automobile and aircraft and be away from home more than one day and night Legally able to work in the United States
If you are ready to experience the Lockton difference, APPLY NOW!
This position may be eligible for annual discretionary bonus consideration.
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in San Francisco, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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