Middle Market - Client Manager (Broker)

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

Washington DC, District of Columbia, 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.

The Client Manager is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and / or Senior Client Manager. Overall responsibilities include marketing/placement/servicing of select lines of insurance and execution of day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance. The Client Manager II will be a participant in the Lockton Northeast Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Client Manager will deliver transactional excellence and provide great customer service.

Core 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

Qualifications

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:

An eagerness and enthusiasm to learn and be a part of their respective Unit or Practice

• An ability to work as part of a team
• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients’ needs
• An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
• The entrepreneurial spirit, with an eagerness to learn and grow within the company
• The intellectual curiosity and quantitative mindset to leverage analytics to inform strategy and assist our clients in making decisions
• The initiative to actively participate in the Career Advancement Program and to pursue technical excellence through professional designations, industry workshops etc.
• An ability to develop underwriter relationships with key insurers

The desire to mentor and develop junior Associates, including Interns, Analysts and Senior Analysts

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, celebrates 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.