Senior Insurance Consultant & Growth Leader

Lockton; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Mentorship and development programs

Job summary

Lockton is seeking a seasoned professional to manage a portfolio of client accounts within our Philadelphia office. You will present client deliverables, act as a subject matter expert, and lead development initiatives for the team and clients.

Travel for client and team meetings is required. Ideal candidates have 6–10 years in insurance/brokerage, strong communication, and solid computer skills, with licensing in place or the ability to obtain them.

Qualifications

• Bachelor's Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.
• 6-10 years of insurance/broker industry experience, specifically in consulting or account management.
• Strong interpersonal communication and critical thinking skills required.
• Excellent computer skills required with strong knowledge of software packages.
• Current required licenses or ability to immediately obtain.
• Excellent organizational and communication skills.
• Must be available for travel for client/team meetings.
• Legal right to work in the United States.

Responsibilities

• Responsible for approximately 30-50 total accounts (depending on other responsibilities and factors), with assistance from an Account Coordinator or Senior Account Coordinator.
• Presenting client deliverables, as needed, to core team and/or client.
• Seen as Subject Matter Expert by core teams and/or clients, as well as team members.
• Management and associate development with leadership coaching.
• Growth-related responsibilities (build relationship and working parameters with growth team).
• Minimal to no escalations required to complete traditional and/or complex renewals.
• Additional responsibility related to growth (build relationship and working parameters with growth team).
• Additional responsibilities related to management and associate development.
• Able to peer review Client Specialist and Associate Consultant deliverables.
• Completes Phase 3 of Audits.

Skills

Interpersonal communication

Critical thinking

Computer skills

Willingness to travel

Licensing

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Job description

Lockton is seeking a seasoned professional to manage a portfolio of client accounts within our Philadelphia office. You will present client deliverables, act as a subject matter expert, and lead development initiatives for the team and clients.

Travel for client and team meetings is required. Ideal candidates have 6–10 years in insurance/brokerage, strong communication, and solid computer skills, with licensing in place or the ability to obtain them.