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Lockton · 9 hours ago

Client Manager

Washington, DC

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Lockton is a leading insurance brokerage firm that emphasizes a strong client engagement strategy. The Client Manager is responsible for servicing the day-to-day needs of clients, supporting the marketing and renewal processes, and ensuring compliance with company policies while delivering excellent customer service.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Supports Unit Manager, Account Executive or Senior Client Manager on Lockton Northeast clients

Supports the Unit Manager, Account Executive or Senior Client Manager in the service delivery and renewal process on a designated book of business including but not limited to marketing, placement and overall service

Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions. Engages senior level resources to support resolution where needed

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

Works with the Unit Manager, Account Executive or Senior Client Manager to request and collect quotes (new and renewal) from carriers

Audits quotes, binders, and endorsements and makes requests for changes as needed

Processes audits and creates audit analysis for Client

Participates in client meetings; takes responsibility for presenting material as directed by Unit Manager, Account Executive or Senior Client Manager

Receives policy, then updates and completes policy check to ensure completeness and accuracy

Works with the Unit Manager, Account Executive or Senior Client Manager to update 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

Supports new business opportunities and generates materials for Client presentations and meetings

Creates and sends compliance communications as needed

Supports analytics through the gathering of benchmarking and industry data

Works with accounting and admin teams to issue and process Invoices, Certificates of Insurance and Auto ID Cards

Conducts basic contract review

Resolves accounting issues. Escalates issues when needed

Performs other responsibilities and duties as needed

Qualification

Property & Casualty insuranceInsurance broking experienceInsurance licenseMicrosoft Office SuiteVerbal communicationWritten communicationInterpersonal skillsTime managementOrganizational skills

Required

Bachelor's degree in a business-related program preferred or equivalent education and/or experience required

A minimum of two years of commercial Property & Casualty insurance experience and/or insurance broking/consulting/agency experience required

Current Property & Casualty insurance license or the ability to obtain

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

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Legally able to work in the United States

Benefits

Competitive total rewards package

Continuing education & training

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (1)