Client Manager- Financial Lines

The Client Manager is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and / or Senior Client Manager. Overall responsibilities include marketing/ placement / servicing of financial lines (D&O, EPL, Fiduciary Crime, E&O) coverage and execution of day to day administrative and service needs. The Associate must become familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance. The Client Manager will be a participant in the Lockton Northeast Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Client Manager will deliver transactional excellence and provide great customer service.

A successful candidate will have:

• An eagerness and enthusiasm to learn and be a part of their respective Unit or Practice
• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients' needs
• An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
• The entrepreneurial spirit, with an eagerness to learn and grow within the company
• The intellectual curiosity and quantitative mindset to leverage analytics to inform strategy and assist our clients in making decisions
• The initiative to actively participate in the Career Advancement Program and to pursue technical excellence through professional designations, industry workshops etc.
• An ability to develop underwriter relationships with key insurers
• The desire to mentor and develop junior Associates, including Interns, Analysts and Senior Analysts

Core Responsibilities:

• Supports Unit Manager, Account Executive or Senior Client Manager on complex accounts
• Owns the service delivery and renewal process on a designated book of business including but not limited to marketing, placement and overall service (under the oversight of the Unit Manager, Account Executive or Senior Client Manager)
• Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Provides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategy
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer
• Gathers and compiles exposure information from the Client
• Requests and collects quotes (new and renewal) from insurers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Processes audits and creates audit analysis for Client
• Receives policy, then updates and completes policy check to ensure completeness and accuracy
• Updates specifications, application, and summary information to reflect changes during the year
• Builds coverage specifications under direction of the Unit Manager, Account Executive or Senior Client Manager
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunities and generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Leverages analytics to support program design, negotiation and Client decision making
• Works with TSA Group to issue and process Invoices, Certificates of Insurance
• Resolves accounting issues
• Understands and leverages Lockton resources at the center of the company
• Researches industry trends and governmental regulations
• Performs other responsibilities and duties as needed

Qualifications:

• Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
• A minimum of four years of commercial Financial Lines insurance experience and/or insurance broking/ consulting experience required
• Ability to efficiently organize work and manage time in order to meet deadlines
• Exceptional verbal, written, and interpersonal skills
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Willingness and ability to work outside of normal business hours and travel as needed
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Legally able to work in the United States