Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
Researches an issues’ root cause, implements, and resolves policy-related issues
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
Engages in limited client strategy meetings to manage insured expectations for upcoming term
Gathers and compiles exposure information from the Client, including compiling loss-run schedules and SOV’s
Establish an expertise in property modeling and exposure evaluation
Participates in negotiations with carriers for new and renewal quotes with oversight
Collaborates with senior staff in selecting new markets for submission and requesting quotes
Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Reviews quotes, binders, and endorsements and makes requests for changes as needed
Receives policy, then updates and completes policy check to ensure completeness
Updates specifications, application, and summary information to reflect changes during the year
Informs Client of any and all changes that may affect insurance premiums or coverage
Inputs Client information into data management system, ensuring accuracy and completeness
Generates materials for Client presentations and meetings
Creates and sends compliance communications as needed
Performs other responsibilities and duties as needed
Strong knowledge of Microsoft Office Suite (Outlook and Excel)
Strong verbal and interpersonal communication skills required
Ability to complete continuing education requirements as well as CPCU & ARM
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States
About Lockton, LLC
Lockton is a global professional services firm with 7,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts.
A few reasons Associates love working at Lockton include:
*Opportunities for growth and advancement, including paid training and professional development.
*12-week paid parental leave.
*A huge emphasis on community involvement.
*Frequent athletic and wellness events.
*Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!