Your Responsibilities
About Lockton Northeast
For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Overview:
The Client Manager II is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the servicing needs for an assigned book of
Wet Marine Insurance Programs that include Hull & Machinery, Marine Liabilities (Charterers Legal Liability, Marinas, MEL, MGL, Ports and Terminals, and Protection & Indemnity), under the general guidance of the Practice Leader, Account Executive and/or Senior Client Manager. Overall responsibilities include marketing / placement / servicing of select lines of insurance and execution of day to day administrative and service needs. The Client Manager II will be a participant in the Lockton Northeast Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Client Manager II will deliver transactional excellence and provide great customer service. The position is designed for an experienced insurance professional with 4 – 10 years of relevant marine insurance experience.
Core Responsibilities
- Supports Practice Leader/Unit Manager, Account Executive or Senior Client Manager on complex accounts
- Owns the service delivery and renewal process on a designated book of business including but not limited to marketing, placement, and overall service (under the oversight of the Practice Leader/Unit Manager, Account Executive or Senior Client Manager)
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Provides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategy
- Supports implementation of new marine related lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer
- Gathers and compiles exposure information from the Client
- Requests and collects quotes (new and renewal) from insurers
- Audits quotes, binders, and endorsements and makes requests for changes as needed Processes audits and creates audit analysis for Client
- Receives policy, then updates and completes policy check to ensure completeness and accuracy
- Updates specifications, application, and summary information to reflect changes during the year
- Builds coverage specifications under direction of the Practice Leader/Unit Manager, Account Executive or Senior Client Manager
- Informs Client of any and all changes that may affect insurance premiums or coverage
- Gathers and compiles information for new business opportunities and generates materials for Client presentations and meetings
- Creates and sends compliance communications as needed
- Leverages analytics to support program design, negotiation and Client decision making
- Works with TSA Group to issue and process Invoices, and Certificates of Insurance
- Resolves accounting issues
- Understands and leverages Lockton resources at the center of the company
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Competencies
- Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
- Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients
- Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
- Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
- Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed
- Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area
Qualifications
- Bachelor’s degree in a business-related program or equivalent education and/or experience in the insurance industry
- Minimum of four years of experience working with marine hull and liabilities, and other related lines of wet marine coverage is required
- Minimum of four years of experience working with marine cargo and other related lines of coverage is 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, proactively protecting confidentiality of client and company information
- Willingness and ability to work outside of normal business hours and travel as needed
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Legally able to work in the United States
A successful candidate will have:
- An eagerness and enthusiasm to learn and be a part of their respective Unit or Practice
- An ability to work as part of a team
- Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
- An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients’ needs
- An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
- The entrepreneurial spirit, with an eagerness to learn and grow within the company
- The intellectual curiosity and quantitative mindset to leverage analytics to inform strategy and assist our clients in making decisions
- The initiative to actively participate in the Career Advancement Program and to pursue technical excellence through professional designations, industry workshops etc.
- An ability to develop underwriter relationships with key insurers
- The desire to mentor and develop junior Associates, including Interns, Analysts and Senior Analysts
