Consultant, Stop Loss

Lockton Companies; Philadelphia (Philadelphia County); On-site; USD 90,000 - 120,000; Full time

Job summary

Lockton Companies in Philadelphia, PA is seeking an experienced Account Manager to oversee a portfolio of 30–50 accounts and mentor coordinators while delivering high-level client service. You will present deliverables, act as a SME, and collaborate with growth teams to expand client relationships.

The role emphasizes leadership, travel for client meetings, and deep insurance/broker industry knowledge, with a focus on teamwork and professional development within a caring culture.

Qualifications

• Bachelor’s degree in business or related field.
• 6–10 years of insurance/broker industry experience.
• Strong interpersonal communication and critical thinking skills.
• Legal right to work in the United States.
• Must be available for travel for client/team meetings.

Responsibilities

• Manage approximately 30–50 accounts with support from an Account Coordinator or Senior Account Coordinator.
• Present client deliverables to core team and/or client as needed.
• Seen as Subject Matter Expert by core teams and/or clients and team members.
• Provide leadership coaching and development for staff and associates.
• Grow business by building relationships with growth team and client contacts.
• Minimal to no escalations for traditional or complex renewals.
• Peer review Client Specialist and Associate Consultant deliverables.
• Complete Phase 3 of Audits.

Skills

Client management

Communication

Travel availability

Interpersonal skills

Critical thinking

Education

Bachelor's degree in business or related field

Tools

MS Office

CRM software

Job description

Philadelphia, Pennsylvania, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Responsible for approximately 30-50 total accounts (depending on other responsibilities and factors) , with assistance from an Account Coordinator or Senior Account Coordinator
• Responsible for presenting client deliverable, as needed, to core team and/or client
• Seen as Subject Matter Expert by core teams and/or clients, as well as team members
• Responsibility related to management and associate development, with leadership coaching
• Responsibility related to growth (build relationship and working parameters with growth team)
• Minimal to no escalations required to complete traditional and/or complex renewals
• Additional responsibility related to growth (build relationship and working parameters with growth team)
• Additional responsibilities related to management and associate development
• Able to peer review Client Specialist and Associate Consultant deliverables
• Completes Phase 3 of Audits

Qualifications

QUALIFICATIONS

• Bachelor’s Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.
• 6-10 years of insurance/broker industry experience, specifically in consulting or account management.
• Strong interpersonal communication and critical thinking skills required
• Excellent computer skills required with strong knowledge of software packages.
• Current required licenses or ability to immediately obtain.
• Excellent organizational and communication skills.
• Must be available for travel for client/team meetings.
• Legal right to work in the United States.

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

#LI-DG2

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrations and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.