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Lockton · 3 months ago

East Regional Client Relationship Leader

Kansas City, MO

Full-time

Hybrid

Senior Level

5+ years exp

Lockton, Inc. is the largest privately held independent insurance brokerage in the world, dedicated to helping clients and communities. The East Regional Client Relationship Leader will manage high-net-worth personal insurance clients, cultivate client relationships, and lead a team to ensure service standards are met while driving new business opportunities.

Auto InsuranceInsuranceRisk Management

No H1B

Responsibilities

Manage a book of business consisting of high-net-worth personal insurance clients

Cultivate relationships with client to ensure retention and growth of the book

Act as a trusted advisor to clients, providing guidance and recommendations on risk management, mitigation and cultivate relationships

Lead a team under Division Leader, providing coaching, counseling, training, and mentorship to help associates achieve their career goals

Monitor team performance by conducting audits and ensure that service standards goals are being met

Attend discovery meetings and proposal presentations, where applicable

Provides input in the development and implementation of policies and procedures, as well as operating and strategic plans for the division

Develop and maintain relationships with the insurance carriers, broker servicing networks, and other providers

Provides information, concepts, techniques, and programs to department associates to improve and enhance working knowledge

Generates new business opportunities through cross-selling

Assists in the establishment and attainment of revenue goals for existing and new business

Researches and understands industry trends, product development, government regulations

Qualification

Technical Brokerage ExperiencePrivate Risk ManagementClient Relationship ManagementRisk Management KnowledgeMicrosoft Office SuiteProfessionalismIndustry KnowledgeTime ManagementCommunication Skills

Required

Bachelor's Degree in Risk Management or Business Administration and/or years of experience equivalent

Typically, more than 5+ Years of Technical Brokerage Experience in Private Risk Management focused on structuring complex insurance programs for Family Offices, Ultra-High-Net-Worth Families including ancillary commercial lines, course of construction, claims management and Group Excess Liability

3+ Years Experience in Private Risk Management focused on structuring complex insurance programs for High-Net-Worth clients

Strong verbal and interpersonal communications skills required

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

Ability to complete continuing education requirements as needed

Understands industry trends and governmental regulations

Ability to work independently and manage multiple tasks simultaneously

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

Knowledge and use of Excel, PowerPoint, Word