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Client Services Coordinator I

2 months ago

Hartford, Connecticut, United States Lockton Companies Full time
About Lockton Companies

At Lockton, we are dedicated to empowering our employees to reach their fullest potential. Our team is characterized by curiosity, proactivity, and a commitment to continuous improvement for ourselves and those around us. We prioritize active listening to ensure clarity and are adept at crafting innovative solutions to challenges.

If you envision yourself providing exceptional service to clients, contributing to community initiatives, and being part of a supportive culture, you will find a place here.

Business Unit: Northeast Series
Schedule: Full-time
Job Type: Standard
Workplace: Hybrid
Your Responsibilities

In the Northeast Series, our professionals are located in key metropolitan areas. With a strong work ethic and a commitment to exceeding client expectations, we continue to achieve significant growth.

We offer a flexible hybrid work environment, allowing our Associates to balance in-person and remote work effectively.

Position Overview

The Client Manager I plays a pivotal role in our Client Engagement strategy at Lockton Northeast. This position is responsible for managing the daily service needs of our clients under the guidance of the Unit Manager, Account Executive, or Senior Client Manager.

Key responsibilities include supporting the marketing, placement, and servicing of specific insurance lines, as well as handling day-to-day administrative tasks.

The Associate will need to be well-versed in Lockton Northeast's resources, policies, and procedures to ensure compliance.

Participation in the Lockton Northeast Career Foundations Program or Career Advancement Program is expected, aimed at providing both technical and practical training for career development.

A successful Client Manager I will assist the Unit Manager, Account Executive, or Senior Client Manager in delivering exceptional service and achieving transactional excellence.

Core Responsibilities
  • Assist the Unit Manager, Account Executive, or Senior Client Manager with Lockton Northeast clients.
  • Support the service delivery and renewal process for a designated portfolio, including marketing and overall service.
  • Respond to client inquiries and maintain thorough documentation of communications and resolutions.
  • Deliver client service in alignment with Lockton Northeast's processes and Client Engagement strategy.
  • Facilitate the implementation of new coverage lines by organizing accounts and reviewing program details.
  • Gather and compile exposure information from clients.
  • Collaborate with senior team members to request and collect quotes from carriers.
  • Audit quotes and endorsements, making necessary change requests.
  • Process audits and create analyses for clients.
  • Participate in client meetings and present materials as directed.
  • Ensure policy completeness and accuracy upon receipt.
  • Update specifications and application information throughout the year.
  • Support new business initiatives and prepare materials for client presentations.
  • Manage compliance communications as required.
  • Assist with analytics by gathering benchmarking and industry data.
  • Coordinate with accounting and administrative teams for invoicing and documentation.
  • Conduct basic contract reviews and resolve accounting issues as needed.
  • Perform additional responsibilities as required.
Qualifications

A Bachelor's degree in a business-related field is preferred, or equivalent education and experience.

A minimum of two years of experience in commercial Property and Casualty insurance or insurance broking/consulting is required.

Strong organizational skills and the ability to manage time effectively to meet deadlines are essential.

Exceptional verbal, written, and interpersonal communication skills are necessary.

Compliance with company policies and confidentiality of client information is crucial.

Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint) is required.

Legal eligibility to work in the United States is mandatory.

A successful candidate will demonstrate:
  • A strong desire to learn and contribute to their team.
  • The ability to work collaboratively.
  • Excellent interpersonal skills for effective communication.
  • Capability to manage multiple tasks and adapt to changing priorities.
  • Time management skills to meet deadlines without sacrificing quality.
  • An entrepreneurial mindset with a commitment to personal growth.
  • Intellectual curiosity and a quantitative approach to inform strategy.
  • Initiative to engage in professional development programs.
  • A willingness to build relationships with key insurers.
  • A desire to mentor and develop junior team members.
Equal Opportunity Statement

Lockton Companies is committed to providing equal opportunities for growth and advancement. We foster an inclusive culture where all individuals are treated with respect and dignity. Supporting diversity, equity, and inclusion is integral to our values, and we believe our strength lies in embracing our differences.

Lockton is the largest privately held independent insurance brokerage globally. Since our inception, our independence has empowered us to serve clients, support our employees, and contribute to our communities. Our 10,000+ Associates across over 100 countries are encouraged to act with integrity every day.

How We Will Support You

At Lockton, we empower you to be authentic in your professional journey. Your success is our success, and we provide opportunities for growth and a fulfilling career path tailored to your aspirations. We are prepared to meet you where you are and support your evolving needs.

In addition to leading health insurance options, we offer various resources to promote your overall health and well-being.