Insurance Client Service Specialist

1 month ago


Seattle, Washington, United States Lockton Companies Full time
About Us

At Lockton Companies, we pride ourselves on being a global leader in insurance brokerage services. With over 10,000 associates operating in over 100 countries, we have established a strong presence in the industry.

Job Summary

We are seeking an experienced Insurance Client Service Specialist to join our team. This role will be responsible for serving as the primary operations liaison between Lockton and clients, providing technical guidance on group insurance issues, and developing new business opportunities within the book of business.

Key Responsibilities
  • Serve as the primary operations liaison between Lockton and clients, ensuring seamless communication and collaboration.
  • Provide technical guidance on group insurance issues, including underwriting, financing, and funding approaches.
  • Develop new business opportunities within the book of business, working closely with producers to identify potential growth areas.
  • Prepare Annual Service Plans for each client, meeting with clients quarterly or as necessary to discuss progress and goals.
  • Oversee renewal and marketing efforts, taking a lead role in carrier selection and financial negotiations.
Requirements

To be successful in this role, you will need:

  • Bachelor's Degree in Business Administration or related field and/or equivalent experience.
  • 7+ years of client services experience, including at least 5 years in benefits.
  • Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management.
  • Strong knowledge of different financial arrangements and products available to clients.
  • Ability to prepare and present client presentations with clarity and understanding.
  • Strong verbal and interpersonal communication skills required.
  • Understanding of industry trends and governmental regulations.
Salary Range

The estimated salary range for this position is $98,000-$145,000 per year, based on factors such as location, experience, and qualifications.



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