Account Manager - Professional & Exec Risks (Cyber & Technology)

Your Responsibilities

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
• Services designated book of business as it relates to building insurance programs, executing consultative engagements, and performing general client administration
• 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
• Supports placement of new lines of coverage by initiating internal tooling processes, collecting and organizing documentation, and owning deliverable execution
• Account Administration
• Generates materials for Client presentations and meetings at direction of Account Executives
• Updates specifications, summary information, and other client deliverables to reflect program changes
• Responds to Client inquiries and maintains documentation of communications
• Processes Client audits and creates audit analyses
• Informs Client of all changes that may affect insurance premiums or coverage
• Creates and sends compliance communications as needed
• Engages with Producer and Accounting Department to execute collection efforts or triage billing discrepancies
• Vendor Communication & Processing
• Upholds insurance documentation standards by auditing quotes, binders, endorsements, and completing policy checks
• Solicits, monitors receipt, and requests changes of quotes while facilitating carrier negotiations with Account Executives
• Binds coverage under direction of the Unit Manager/Account Executives
• Engages with Cybersecurity vendors to tailor custom solutions for Clients with Account Executive guidance
• Data Hygiene
• Gathers and compiles information for new business opportunities and renewal book management
• Inputs client information into the data management system, ensuring accuracy and completeness
• Participates in ongoing team calls for book maintenance, client engagement tracking, and other administrative requirements
  
  

Qualifications

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.