Client Service Manager
7 days ago
About Lockton Northeast
We are a leading insurance brokerage firm with a strong presence in the Northeast region. Our team is dedicated to providing exceptional client service and delivering innovative solutions to meet the complex needs of our clients.
Job Overview:The Client Manager I is a key member of our Lockton Northeast team, responsible for providing day-to-day servicing needs to our clients. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
Key Responsibilities:- Support the Unit Manager, Account Executive, or Senior Client Manager in the service delivery and renewal process for a designated book of business.
- Respond to client inquiries, maintain documentation of communications, and resolve issues in a timely and professional manner.
- Provide exceptional client service aligned with Lockton Northeast processes and protocols.
- Support the implementation of new lines of coverage, including setting up accounts, collecting necessary documentation, and reviewing program details with clients and insurers.
- Audit quotes, binders, and endorsements, and make requests for changes as needed.
- Process audits and create audit analysis for clients.
- Participate in client meetings, presenting material as directed by the Unit Manager, Account Executive, or Senior Client Manager.
- Update and complete policy checks to ensure completeness and accuracy.
- Work with the Unit Manager, Account Executive, or Senior Client Manager to update specifications, applications, and summary information to reflect changes during the year.
- Build coverage specifications under the direction of the Unit Manager, Account Executive, or Senior Client Manager.
- Support new business opportunities and generate materials for client presentations and meetings.
- Create and send compliance communications as needed.
- Support analytics through the gathering of benchmarking and industry data.
- Work with accounting and admin teams to issue and process invoices, certificates of insurance, and auto ID cards.
- Conduct basic contract review and resolve accounting issues.
- Bachelor's degree in a business-related program preferred or equivalent education and/or experience required.
- A minimum of two years of commercial Property and Casualty insurance experience and/or insurance broking/consulting/agency experience required.
- Ability to efficiently organize work and manage time to meet deadlines.
- Exceptional verbal, written, and interpersonal skills.
- Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
- Legally able to work in the United States.
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