Client Success Manager — Insurance & Growth Path

Lockton Companies; Minneapolis (MN); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

12-week paid parental leave

Community involvement

Wellness events

Rolex after 10 years anniversary

Job summary

Lockton Companies in Minneapolis, MN, seeks a client‑services professional who thrives on service excellence, problem solving and community involvement. You will respond to client inquiries, maintain documentation, and coordinate with carriers to implement coverage.

With a bachelor’s in business and 3–7 years of client services experience, you’ll prepare quotes, support renewals, and contribute to team meetings. Lockton offers growth, training, and a culture that values your well‑being.

Qualifications

• Bachelor’s Degree in Business Administration or related field
• Typically 3–7 years of client services experience
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
• Strong verbal and interpersonal communication skills
• Ability to travel by automobile and aircraft
• Ability to work outside of normal business hours as needed
• Proactively protecting confidentiality of client and company information

Responsibilities

• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client, including loss-run schedules and client stratifications
• Requests and collects quotes from carriers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Processes audits and creates audit analysis for Client
• Updates specifications, application, and summary information to reflect changes during the year
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Binds coverage under direction of the Unit Manager/Account Executive
• Gathers and compiles information for new business opportunities
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Issues and processes Client invoicing
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Researches industry trends and governmental regulations
• Performs other responsibilities and duties as needed

Skills

Client services

Microsoft Office

Communication

Time management

Travel flexibility

Education

Bachelor’s degree in Business Administration or related field

Tools

Data management systems

Job description

Lockton Companies in Minneapolis, MN, seeks a client‑services professional who thrives on service excellence, problem solving and community involvement. You will respond to client inquiries, maintain documentation, and coordinate with carriers to implement coverage.

With a bachelor’s in business and 3–7 years of client services experience, you’ll prepare quotes, support renewals, and contribute to team meetings. Lockton offers growth, training, and a culture that values your well‑being.