Client Manager II

A successful candidate will have• An eagerness and enthusiasm to learn and be a part of their respective Unit or Practice• An ability to work as part of a team• 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

Position Overview
The Client Manager II is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day to day 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 select lines of insurance and execution of day to day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance. The Client Manager II 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.

Core Responsibilities• Supports Unit Manager, Account Executive or Senior
Client Manager on complex Lockton Northeast clients• 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. Engages senior level resources to
support resolution where needed• Gathers and compiles exposure information from
the Client• Requests and collects quotes (new and renewal) from
carriers. Prepares coverage and financial analysis
to compare / review quotations. Has the ability to
interpret and outline key coverage and financial terms• Audits quotes, binders, and endorsements and
makes requests for changes as needed• Processes audits and creates audit analysis for
Client• Client Manager II is able to lead meetings with
client independently by delivering content in a clear
and concise manner. A Client Manager II is prepared,
has thought through the obstacles and issues, has
consulted with underwriter prior and has brought
Unit Manager, Account Executive or Senior Client
Manager up to speed on key issues prior; is able to
deliver solutions for identified problems or issues• 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 independently based
on their assessment of client coverage needs• 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 to issue and process Invoices,
Certificates of Insurance and Auto ID Cards• Conducts complex contract review• Resolves accounting issues• Engages in and participates in special projects to
support Northeast strategic priorities• 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 Property
and Casualty 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