Bachelor's Degree in Business Administration or related field, or equivalent experience
Over 7 years of Client services experience
Proficient in Microsoft Office Suite
Strong verbal and interpersonal communication skills
In-depth knowledge of the brokerage industry
Familiarity with industry trends and regulations
Capacity for independent judgment and decision-making
Responsibilities
Develop and maintain strong internal and external relationships
Oversee marketing, claims, and administration for a designated book of business
Research root causes of policy issues and implement resolutions
Recommend improvements for processes, products, and policies
Analyze industry trends and provide strategic Client guidance
Create financial models and reports for Clients and senior staff
Engage in meetings with Clients to manage expectations and present coverage plans
Benefits
Mentorship and training opportunities for junior staff
Involvement in strategic planning with clients
Collaborative environment with senior staff
Opportunities for professional development through industry training
Flexible working hours as required
Full Job Description
Job Summary:
Description:
Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
Researches an issues' root cause, implements, and resolves policy-related issues
Recommends potential enhancements or improvements to processes, products, and/or policies
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
Engages in Client strategy meetings to manage insured expectations for upcoming term
Develops and presents coverage plan and renewal terms to Client
Assesses and interprets exposure information from the Client
Analyzes quotes from carriers to determine appropriate recommendations
Interprets and evaluates policy terms to ensure adequate coverage for Client's identified exposures
Facilitates Client premium financing
Participates in negotiations with carriers for new and renewal quotes
Collaborates with senior staff in selecting new markets for submission and requesting quotes
Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Researches and understands industry trends and government regulations
Mentors and trains junior-level staff
Performs other responsibilities and duties as needed
Requirements:
Qualifications:
Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
Typically, more than 7 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
Demonstrates strong working knowledge and experience within brokerage industry
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
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 to meet deadlines
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 States
About Lockton
Lockton Companies is the world's largest privately held insurance brokerage firm, providing insurance, risk management, employee benefits and retirement services. The company was founded in 1966 and is headquartered in Kansas City, Missouri. Lockton has more than 7,500 associates in over 100 offices worldwide. The company serves clients in a variety of industries, including construction, healthcare, hospitality, manufacturing, real estate, and technology. Lockton is known for its innovative solutions and exceptional customer service.
