Insurance Client Lead - Service & Renewal

Lockton Companies; Washington (District of Columbia); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Wellbeing programs

Job summary

Lockton Companies in Washington DC is seeking a qualified Client Manager II to oversee day-to-day servicing for Northeast clients, lead renewal activities, and coordinate with underwriters and senior managers to ensure accuracy and client satisfaction.

The role emphasizes relationship building, proactive service, and adherence to Lockton processes, with opportunities for professional development and cross‑functional collaboration across the Northeast Practice.

Qualifications

• Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
• A minimum of five 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 without sponsorship now and in the future
• A successful candidate will have:

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 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

Skills

Client service

Communication

Time management

Team collaboration

Problem solving

Microsoft Office

Education

Bachelor's degree in business or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies in Washington DC is seeking a qualified Client Manager II to oversee day-to-day servicing for Northeast clients, lead renewal activities, and coordinate with underwriters and senior managers to ensure accuracy and client satisfaction.

The role emphasizes relationship building, proactive service, and adherence to Lockton processes, with opportunities for professional development and cross‑functional collaboration across the Northeast Practice.