Senior Client Success & Strategy Manager

Lockton Companies; Atlanta (GA); Hybrid; USD 120.000 - 150.000; Vollzeit

Zusammenfassung

Lockton Companies in Atlanta, GA seeks an experienced Client Services professional to oversee a designated book of business, focusing on marketing, claims, and administration. You will research root causes, implement solutions, and advise on policy changes while supporting senior staff with financial analysis and client guidance.

You will mentor junior staff, develop renewal terms, analyze carrier quotes, and maintain client and vendor relationships in a fast-paced brokerage environment.

Qualifikationen

• Bachelor’s Degree in Business Administration or related field; 7+ years of client services experience preferred.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Experience within brokerage industry; understanding of industry trends and governmental regulations.
• Willingness to travel by automobile and aircraft.
• Legally able to work in the United States.
• Ability to attend company, department, and team meetings including industry training sessions.

Aufgaben

• Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
• Researches an issues’ root cause, implements, and resolves policy-related issues
• Recommends potential enhancements or improvements to processes, products, and/or policies
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
• Engages in Client strategy meetings to manage insured expectations for upcoming term
• Develops and presents coverage plan and renewal terms to Client
• Assesses and interprets exposure information from the Client
• Analyzes quotes from carriers to determine appropriate recommendations
• Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
• Facilitates Client premium financing
• Participates in negotiations with carriers for new and renewal quotes
• Collaborates with senior staff in selecting new markets for submission and requesting quotes
• Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
• Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
• Researches and understands industry trends and government regulations
• Mentors and trains junior-level staff
• Performs other responsibilities and duties as needed

Kenntnisse

Microsoft Office

Verbal communication

Interpersonal skills

Brokerage industry knowledge

Time management

Ausbildung

Bachelor’s Degree in Business Administration or related field

Jobbeschreibung

Lockton Companies in Atlanta, GA seeks an experienced Client Services professional to oversee a designated book of business, focusing on marketing, claims, and administration. You will research root causes, implement solutions, and advise on policy changes while supporting senior staff with financial analysis and client guidance.

You will mentor junior staff, develop renewal terms, analyze carrier quotes, and maintain client and vendor relationships in a fast-paced brokerage environment.