- Collection of client exposure and policy summary information from overseas servicing teams
- Maintenance of accurate and up-to-date information on clients, brokers, carriers, and coverages - Renewal tracking and notification to client, Producer, or account executive
- Maintenance of account open items lists
- Client database management and information management of Lockton Partner Portal systems
- Various specified account services, including
- Due diligence review of all client exposures and coverages
- Assembly of marketing submission documentation
- Marketing renewal to incumbent and prospective carriers
- Preparing quote comparisons and renewal proposal for client
- Coverage analysis of all policies under Lockton control
- Local service coordination and correspondence
- Adherence with all agreed account deliverables, protocols, and procedures
- Participation/leading special client/prospect presentations and other projects as required
- Attend department meetings, education workshops, carrier functions, and other events
- Prepare written correspondence, reports, and analyses as needed
Compensation And Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Your Responsibilities
Responsibilities will include
- Information management, including
- Collection of client exposure and policy summary information from overseas servicing teams
- Maintenance of accurate and up-to-date information on clients, brokers, carriers, and coverages - Renewal tracking and notification to client, Producer, or account executive
- Maintenance of account open items lists
- Client database management and information management of Lockton Partner Portal systems
- Various specified account services, including
- Due diligence review of all client exposures and coverages
- Assembly of marketing submission documentation
- Marketing renewal to incumbent and prospective carriers
- Preparing quote comparisons and renewal proposal for client
- Coverage analysis of all policies under Lockton control
- Local service coordination and correspondence
- Adherence with all agreed account deliverables, protocols, and procedures
- Participation/leading special client/prospect presentations and other projects as required
- Attend department meetings, education workshops, carrier functions, and other events
- Prepare written correspondence, reports, and analyses as needed
Compensation And Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Check out Lockton Benefits Offerings Here
Qualifications
Basic requirements:
- Bachelor’s degree in Business, International Affairs, or equivalent education and/or experience.
- Minimum of years of experience of Commercial Property and Casualty coverages and services or commensurate insurance industry knowledge through business experience and/or course work; international experience a plus.
- Flexibility to travel by automobile and aircraft with overnight stays.
- Proven ability to organize and manage time efficiently to prioritize heavy workloads in order to meet all time-sensitive deadlines.
- Demonstrated aptitude for understanding and quickly executing oral and written instruction.
- Demonstrated understanding of when to proceed alone and when to involve the account executive, unit manager, and/or others.
- Ability to communicate clearly and professionally and develop strong client relationships.
- Demonstrated professional, tactful negotiation, and persuasion skills to achieve objectives.
- Firm grasp of the English language with above-average verbal, written, and interpersonal skills to interact with Associates and clients at all levels of responsibility.
- Working knowledge of Microsoft Word, Excel, and Outlook; and similar applications including use of spreadsheet applications and formula calculations.
- Knowledge of foreign language(s) and/or experience working/traveling overseas a plus.
- Ability to work outside of normal business hours as needed.
- Legally able to work in the United States.