Client Relationship Manager I

2 weeks 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, a proactive approach, and a commitment to continuous improvement. We pride ourselves on being attentive listeners and innovative problem solvers.

If you envision yourself providing exceptional service to clients, contributing to community initiatives, and thriving in a supportive environment, you are a great fit for our team.

Position Overview

The Client Manager I plays a crucial role in our Client Engagement strategy at Lockton Northeast. This position is essential for managing the daily service requirements of our clients, working closely with the Unit Manager, Account Executive, and/or Senior Client Manager.

Key responsibilities include assisting with the marketing, placement, and servicing of various insurance lines, as well as handling day-to-day administrative tasks. Familiarity with Lockton Northeast's resources, policies, and procedures is essential to ensure compliance.

Core Responsibilities
  • Assist the Unit Manager, Account Executive, or Senior Client Manager in servicing Lockton Northeast clients.
  • Support the service delivery and renewal process for a designated portfolio, including marketing and overall client service.
  • Respond to client inquiries and maintain thorough documentation of communications and resolutions.
  • Provide client service that aligns with Lockton Northeast's processes and Client Engagement strategy.
  • Facilitate the implementation of new coverage lines by coordinating account setup and documentation collection.
  • Gather and compile necessary exposure information from clients.
  • Collaborate with senior team members to request and collect quotes from insurance carriers.
  • Audit quotes and endorsements, making necessary change requests.
  • Participate in client meetings and present materials as directed.
  • Ensure policy accuracy and completeness upon receipt.
  • Update specifications and application information throughout the year.
  • Support new business initiatives and prepare materials for client presentations.
  • Assist with compliance communications and analytics by gathering relevant data.
  • Work with accounting teams to process invoices and certificates.
  • Conduct basic contract reviews and resolve accounting issues as needed.
Qualifications

A Bachelor's degree in a business-related field is preferred, or equivalent experience is required. Candidates should have a minimum of two years of experience in commercial Property and Casualty insurance or related fields.

Successful candidates will demonstrate:

  • Strong organizational skills and the ability to manage time effectively.
  • Exceptional verbal and written communication skills.
  • Adherence to company policies, maintaining confidentiality.
  • Proficiency in Microsoft Office Suite.
  • Legally authorized to work in the United States.
Personal Attributes

We seek individuals who are eager to learn and contribute to their teams. Ideal candidates will possess strong interpersonal skills, the ability to multitask, and a proactive approach to meeting client needs. A spirit of entrepreneurship and a commitment to professional development are highly valued.

Commitment to Diversity

Lockton Companies is committed to fostering an inclusive environment where all individuals are treated with respect and dignity. We believe that diversity enriches our workplace and enhances our ability to serve our clients effectively.

About Lockton

As the largest privately held independent insurance brokerage globally, Lockton has been dedicated to serving clients and supporting our communities since 1966. Our team of over 10,000 associates operates in more than 100 countries, empowered to make decisions that align with our values.

At Lockton, we prioritize your success and provide opportunities for growth, ensuring a rewarding career path tailored to your aspirations.

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