Insurance Client Success Manager

Lockton Companies; Birmingham (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid training and development

Parental leave - 12 weeks

Community involvement

Wellness events

Rolex reward after 10 years

Job summary

Lockton Companies, a global professional services firm and the world’s largest privately held, independent insurance broker, is seeking a Client Services professional in the Birmingham area. The role supports client inquiries, coverage implementations, and data management while collaborating with carriers and internal teams to ensure accurate policy administration.

The position offers opportunities for growth, paid training, and involvement in community initiatives, with a focus on delivering

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent.
• Typically three to seven years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Ability to travel by automobile and aircraft.
• Legally able to work in the United States.

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 compiling loss-run schedules and client stratifications.
• Requests and collects 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.
• Receives policy, then updates and completes policy check to ensure completeness.
• 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.
• Informs Client of any and all changes that may affect insurance premiums or coverage.
• 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

Verbal communication

Interpersonal skills

Organizational skills

Time management

Confidentiality

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies, a global professional services firm and the world’s largest privately held, independent insurance broker, is seeking a Client Services professional in the Birmingham area. The role supports client inquiries, coverage implementations, and data management while collaborating with carriers and internal teams to ensure accurate policy administration.

The position offers opportunities for growth, paid training, and involvement in community initiatives, with a focus on delivering