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Client Services Manager

2 months ago

Seattle, Washington, United States Lockton Companies Full time
Job Title: Operations Liaison

At Lockton Companies, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions.

If you can see yourself delivering exceptional service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Job Summary:

Serve as the primary business development liaison between Lockton Companies and clients, providing exceptional service and support to ensure client satisfaction and retention.

Key Responsibilities:
  • Business Development: Develop new business within the book of business, working closely with producers to identify opportunities and develop strategies for growth.
  • Client Service: Prepare and present Annual Service Plans to clients, meeting with them quarterly or as necessary to ensure alignment and satisfaction.
  • Renewal and Marketing: Oversee renewal and marketing efforts, taking a lead role in carrier selection and financial negotiations to ensure optimal results for clients.
  • Vendor Management: Review and approve all vendor, plan design, and financial recommendations in concert with Account Manager and Producer.
  • Client Meetings: Lead all client meetings, attend enrollment meetings as necessary, and ensure that data in BenefitPoint is loaded and updated annually for all assigned clients.
  • Financial Analysis: Develop and review projections, financials, ICBM, and other relevant documents to ensure accuracy and completeness.
  • Client Presentations: Prepare client presentations, including Stewardship, Strategic Planning, Pre-Renewal, and Renewal presentations.
  • Underwriting and Funding: Handle complex underwriting and funding issues and strategies, working closely with clients to develop mutually beneficial solutions.
  • Industry Knowledge: Develop and maintain an extensive knowledge of insurance coverages and markets, staying up-to-date on industry trends and developments.
  • Communication: Prepare written correspondence, reports, and analyses as needed, ensuring clear and concise communication with clients and stakeholders.
  • Customer Satisfaction: Make a positive contribution to customer satisfaction, constantly striving to improve service to the customer.
  • Teamwork: Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
  • Representation: Interface with top management of other businesses, representing Lockton Companies in the highest professional manner.
  • Professional Development: Attend company and department meetings, position-related seminars/classes, carrier functions, and social events as required.
  • Compliance: Comply with Lockton Companies procedures and policies, making decisions in compliance with established standards of quality, performance, and service.
  • Confidentiality: Protect the confidentiality of information learned by performing the duties of the position.
Requirements:
  • Education: Bachelor's Degree in Business Administration or related field and/or years of experience equivalent.
  • Experience: Typically 7+ years of Client services experience is required, including at least 5 years of experience in benefits.
  • Knowledge: Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management.
  • Financial Knowledge: Working knowledge of different financial arrangements and products available to clients.
  • Underwriting Knowledge: Strong knowledge of underwriting, financing, and funding approaches.
  • Communication Skills: Ability to prepare and present client presentations with clarity and understanding.
  • Technical Skills: Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
  • Interpersonal Skills: Strong verbal and interpersonal communication skills required.
  • Industry Knowledge: Understands industry trends and governmental regulations.
  • Continuing Education: Ability to complete continuing education requirements as needed.
  • Travel: Ability to travel by automobile and aircraft.
  • Office Equipment: Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
  • Work Environment: Ability to work on a computer for a prolonged amount of time.
  • Work Schedule: Ability to work outside of normal business hours as needed.
  • Eligibility: Legally able to work in the United States.
About Lockton Companies:

Lockton Companies is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities.

We believe in the power of all people and strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences.

We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.