Middle Market - Client Manager (Broker)

Lockton; Washington (District of Columbia); On-site; USD 90,000 - 120,000; Full time

Job summary

Lockton is seeking a Client Manager to lead day-to-day servicing for Northeast clients under guidance from senior managers. The role emphasizes marketing, placement, and comprehensive client service aligned with Lockton Northeast processes.

The Associate will train through the Northeast Career Advancement Program, aiming for technical excellence and career progression while delivering transactional excellence and strong client service.

Qualifications

• Bachelor's degree in a business-related program or equivalent education/experience required or preferred.
• Five years of commercial Property & Casualty insurance experience and/or insurance broking/consulting experience.
• Excellent verbal, written, and interpersonal communication.
• Strong organizational and time-management abilities.
• Ability to comply with company policies and protect client confidentiality.
• Willingness to travel and work outside normal hours.

Responsibilities

• Supports Unit Manager, Account Executive or Senior Client Manager on complex Lockton Northeast clients.
• Owns service delivery and renewal process on a designated book of business.
• Responds to client inquiries and maintains documentation of communications and resolutions.
• Provides client service aligned with Lockton Northeast processes and protection strategy.
• Gathers and compiles exposure information from the client and reviews program details with insurers.
• Leads meetings with clients and supports underwriter relationships as needed.
• Performs contract reviews and processes audits and endorsements.
• Participates in special projects to support Northeast priorities.

Skills

Microsoft Office Suite

Verbal & Written Communication

Interpersonal Skills

Time Management

Education

Bachelor's degree in business-related field

Job description

Position Overview

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.

Your Responsibilities

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

• 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