Job Summary: Lockton is seeking a strategic and experienced trade credit insurance professional who is an independent thinker, and who can lead client relationships to deliver innovative risk management solutions. This role serves as a senior client service professional responsible for managing complex Trade Credit insurance programs, supporting strategic client relationships, and delivering exceptional service to a sophisticated portfolio of clients. This role combines relationship management, technical insurance experience, business consulting, and leadership to delivery exceptional client outcomes.
The ideal candidate will bring direct experience supporting Trade Credit insurance programs, strong client management skills, and the ability to operate independently while collaborating across multiple teams. This individual will partner closely with Account Executives, Producers, carriers, and clients to support successful renewals, policy placement, and ongoing service delivery.
This position is fully remote and may be based anywhere in the United States.
Primary Responsibilities:
- Work in conjunction with Account Executives and/or Producers to manage assigned accounts.
- Serve as advisor and primary client contact for assigned accounts.
- Lead renewal strategy, marketing, negotiations, and placement activities across trade credit insurance placements.
- Understand client operations, emerging risks, growth initiatives, acquisitions, and contractual obligations to provide proactive guidance.
- Develop carrier strategies and negotiate coverage enhancements and program improvements.
- Coordinate internal resources as needed.
- Build and maintain relationships with clients, carrier partners, and industry stakeholders.
- Leverage analytics, benchmarking, and market intelligence to improve client outcomes.
- Champion innovation through technology and data- driven solutions to enhance client experience.
- Mentor and develop Account Managers.
- Support cross-selling opportunities and new business growth initiatives.
- Stay informed on industry trends, marketplace developments, and regulatory changes impacting clients.
- Perform other responsibilities and duties as assigned.
Requirements:- Bachelor's degree in business, Risk Management, Insurance, or related field preferred.
- Minimum five (5) years of commercial insurance, brokerage, or underwriting experience.
- Demonstrated expertise in credit insurance coverage and client service.
- Strong negotiation, consulting, and strategic planning skills.
- Experience leading complex client relationships and renewal strategies.
- Professional communication skills, with the ability to effectively communicate with all levels of associates and clients.
- Strong organizational and time management skills, with the ability to manage multiple priorities.
- Advanced proficiency in Microsoft Office products.
- Technical aptitude with the ability to learn systems and processes quickly.
- Ability to travel as needed.
- Legally authorized to work in the United States.
