Insurance Client Service Specialist

1 week ago

Hartford, Connecticut, United States Lockton Companies Full time
{"title": "Client Manager I", "description": "Job Summary

Lockton Companies is seeking a highly motivated and detail-oriented Client Manager I to join our team. As a key member of our Client Engagement strategy, you will be responsible for providing exceptional client service and support to our clients under the guidance of our Unit Manager, Account Executive, and/or Senior Client Manager.

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 client service aligned with Lockton Companies' processes and protocols and our overall Client Engagement strategy.
  • Support the implementation of new lines of coverage by 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 and take responsibility for 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.
Requirements
  • 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 in order to meet deadlines.
  • Exceptional verbal, written, and interpersonal skills.
  • Ability to comply with all company policies and procedures, proactively 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.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • A chance to work with a leading insurance brokerage firm.
How to Apply

If you are a motivated and detail-oriented individual with a passion for client service, please submit your application, including your resume and cover letter, to [insert contact information].

"}

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