Middle Market Insurance Broker

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Philadelphia, Pennsylvania, United States of America

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Client Services

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2501BU

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Middle Market Insurance Broker

Location Icon

Philadelphia, Pennsylvania, United States of America

Bag Icon

Client Services

Profile Icon

2501BU

Apply now
Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Secondary locations

Conshohocken

Business unit

Northeast Series

Schedule

Full-time

Lockton Benefits Offerings

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Workplace

Hybrid

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Your Responsibilities

***NO AGENCIES PLEASE***

 

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 Broker is at the forefront of our Lockton Northeast Client Engagement strategy.  They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Philly-Metro Middle Market Leader (PMM Leader), Account Executive and/or Senior Client Manager.  Overall responsibilities include marketing/placement/servicing of Property and Casualty lines of insurance and execution of day-to-day administrative and service needs.  The Associate must become familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance.  The Broker 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 Broker will deliver transactional excellence and provide great customer service. 

 

Core Responsibilities

  • Supports PMM Leader, Account Executive or Senior Client Manager on complex Lockton Northeast clients 

  • 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 PMM Leader, 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 lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer. Engages senior level resources to support resolution where needed 

  • Gathers and compiles exposure information from the Client Requests and collects quotes (new and renewal) from carriers.  Prepares coverage and financial analysis to compare / review quotations.  Has the ability to interpret and outline key coverage and financial terms

  • Audits quotes, binders, and endorsements and makes requests for changes as needed

  • Broker is able to lead meetings with client independently by delivering content in a clear and concise manner. A Broker is prepared, has thought through the obstacles and issues, has consulted with underwriter prior and has brought PMM Leader, Account Executive or Senior Client Manager up to speed on key issues prior; is able to deliver solutions for identified problems or issues 

  • Overseas analyst in regards to policy checking and endorsement activity

  • Updates specifications, application, and summary information to reflect changes during the year 

  • Builds coverage specifications independently based on their assessment of client coverage needs  

  • 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 

  • Conducts complex contract review 

  • Resolves accounting issues in support with analysts

  • Engages in and participates in special projects to support Northeast strategic priorities 

  • Understands and leverages Lockton resources at the center of the company 

  • Researches industry trends and governmental regulations 

  • Performs other responsibilities and duties as needed 

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Qualifications

  • Bachelor's degree in a business-related program preferred or equivalent education and/or experience required 

  • A minimum of four years of commercial Property and Casualty insurance experience and/or insurance broking/consulting 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  

  • 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 

Benefits

Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success. 

 

We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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