Client Service Associate
Portland, Oregon, United States of America
Administration
2401CU
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.
Business unit
West Series
Salary
$65,000-$110,000
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
-
ESSENTIAL DUTIES
1. Research new prospects, cold calls, and network to generate a sales pipeline for Producer.
2. Manage the prospect pipeline, including on-going outreach to progress opportunities through the sales pipeline.
3. Develop content (e.g., white papers, marketing materials) that will be meaningful to specific prospects and segments.
4. Help create, implement, and manage external branding opportunities to increase Lockton and Producer’s exposure to the business community and Prospects through networking, trade associations, business groups, and social media.
5. Manage meeting preparations to ensure the Producer is prepared and the meeting outcome is successful, including analyzing data, leading input from teams on strategy, developing consistent communication, & prepare documents.
6. Manage Request for Proposal (RFP) process and develops a response with minimal Producer oversight.
7. Maintain and build presentations.
8. Manage identified Client Accounts on behalf of Producers with little guidance or oversight.
9. Maintains excellent Client relationships by attending Client Meetings with or on behalf of Producer.
10. Develops and maintains strong industry relationships, locally and nationally, in support of Producer’s areas of expertise.
11. Resolves Client complaints, disputes, and grievances with internal and external partners.
12. Participates in negotiations with carriers for new and renewal quotes as needed by Account Team.
13. Develops, maintains, and audits new and lost business tracking systems, providing read-outs and reporting to leadership.
14. Works in conjunction with the Producer to create the Producer’s annual budget, and independently maintains data, provides reporting and analysis, and recommendations to Producer.
15. Works in conjunction with Producer, Account Team and Unit Manager on Client revenue forecasting & resource allocation.
16. Develops relationships with Account Teams to ensure positive Client outcomes and that teams can meet the desired standard of service.
17. Comply with Lockton policies and producers, including appropriate documentation.
18. Protect the confidentiality of information learned by performing duties of the position.
Qualifications
-
1. Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required.
2. Three plus years of client service experience in a sales environment.
3. Business to Business sales experience – ideally in insurance.
4. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
5. Strong attention to detail required.
6. High aptitude for accuracy in mathematical calculations.
7. Ability to compile, analyze, and interpret financial information and data to facilitate decision-making.
8. Willingness to expand knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements for licensing.
9. Organizational and time management skills to prioritize workloads to meet time-sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed.
10. Must have strong verbal, written, and interpersonal communication skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
11. Stays current on issues impacting the industry by maintaining expertise in a functional area.
12. Ability to travel by automobile and aircraft.
13. Ability to work outside of regular business hours as needed.
14. Legally able to work in the United States.
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 10,000+ Associates doing business in over 100 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.
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.
Similar Vacancies
View allLife at Lockton
November 1, 2024
The Community Impact Award, funded by the Lockton family, honors Associates who go above and beyond to improve their communities through volunteering and philanthropy. This recognition enables each award recipient to direct a $25,000 donation to a charity of their choice, provided by the Lockton family. This year, both Rae Lynn Zachary and Shannan Smith were celebrated for their work with the Leukemia & Lymphoma Society (LLS), an organization dedicated to fighting blood cancers and improving the lives of patients and their families. Since 2011, Rae Lynn has been a dedicated participant in LLS’s fundraising walks, organizing teams in Lockton’s San Francisco office before transitioning to individual efforts. To date, she’s raised more than $37,000 personally, with an additional $33,000 from team contributions. Her involvement stems from personal loss: “I first became involved after my uncle passed away from leukemia in 2009,” she shares. “But it really became personal when a colleague’s infant son was diagnosed with the disease. Seeing him survive after months of treatment gave me a reason to keep going. Since then, I’ve lost two more family members and a friend to leukemia. That’s what drives me to keep walking and fundraising year after year.” For Shannan, supporting LLS began as a way to rally around a family friend diagnosed with acute lymphocytic leukemia (ALL) in 2014. To raise awareness, she organized the first "Lemonade for Leukemia" stand within her neighborhood, raising $415 in one weekend and turning the event into an annual summer tradition. “We then walk in the Light the Night event each September,” Shannan adds. “This cause became even more personal this year when a cousin was diagnosed and recently underwent a transplant. I’m hopeful that she, too, will be able to look back one day and see all the progress the LLS has made.” Both Rae Lynn and Shannan share a commitment to instilling the value of community service in their families, hoping to inspire the next generation to carry on their legacy. For Rae Lynn, involvement in LLS is a lasting commitment she hopes to carry into retirement. Shannan, inspired by her role as a mother and leader, aims to pass down her passion for service to her three daughters, saying, “I want them to understand the importance of giving back to those in need when you have the means to do so.” By demonstrating compassion and resilience through their work, both women have become role models within Lockton, their families and communities. The Community Impact Award holds deep significance for both women. “This award isn’t just about the donation—it’s a reflection of Lockton’s commitment to giving back,” Rae Lynn says. “Lockton encourages us to get involved in the causes we care about and provides the support to make that happen.” Shannan echoed this sentiment, describing how Lockton’s C.A.R.E. Committee and volunteer days foster a culture of compassion: “Lockton truly cares about what drives its Associates, giving us the flexibility to serve our clients while also supporting our community work.” Through their dedication and Lockton’s support, Rae Lynn Zachary and Shannan Smith are making a lasting impact, offering hope to those affected by blood cancer.
October 30, 2024
In 2015, Josh Olson, Gary Giulietti, and David Giulietti sought a way to raise money for a cause close to their hearts. Inspired by an event supporting Move United Warfighters, they set out to create something similar. With their love of golf and connection to supporting veterans, the Move United Warfighters Charity Challenge was born. Between Josh, Gary, David, and the addition of Lauren Turpak, the event became a hit. The annual golf tournament has been a resounding success, raising an impressive $736,000 for Move United Warfighters this year. The event continues to grow, with the goal of eventually raising $1 million per tournament to expand the organization's reach and support even more veterans in need. Move United Warfighters is a nonprofit focused on sports rehabilitation for veterans and Armed Services members with physical disabilities. As a national multi-sport organization, it empowers over 70,000 youth and adults each year, helping them build independence, confidence, and fitness through inclusive programs across 42 states. For many involved in organizing the event, the cause is personal. With connections to family members who served in the military, the challenge honors the sacrifices made by veterans. Many of the organizers have witnessed firsthand the struggles veterans face, such as PTSD and physical injuries, and they see the event as a chance to give back in a meaningful way. The continued success of the Move United Warfighters Charity Challenge is made possible by the dedicated support of many, including Lockton. "Lockton has been with us from day one," one organizer shared. "They’ve been our anchor sponsor, providing both financial support and a steady stream of volunteers, which is essential for making this event happen year after year." Many Lockton Associates contribute by either golfing or volunteering, and the company’s leadership ensures the event is handled with autonomy. "What’s great about Lockton’s involvement is that they trust us to run things the way we think best," said another Associate. "Their support allows us to focus on creating an incredible experience for the veterans without being micromanaged." This commitment to empowering Associates is a key part of Lockton’s culture. "Lockton’s leadership is always there to back us up, but they also give us the freedom to make decisions that will have the most impact," one team member emphasized. "It’s that balance of trust and support that has helped this event grow and continue making a difference for veterans." The event has become more than just a fundraiser—it’s a reflection of the company’s values and the deep connections formed between Associates and the veterans they support. “This isn’t just about raising money; it’s about making a real, lasting impact in the lives of people who have given so much for our country.”
October 15, 2024
If you're interested in supporting Camo to College, click here to learn more. Josh Arnold, a former Marine Corps Section Leader, has been awarded Lockton’s Global Community Impact Award after being recognized as a regional winner last year. The award was presented to him for his dedicated work with Camo to College, a nonprofit he founded in 2021 to help veterans transition back into civilian life. Josh describes it as a “transition to society brokerage,” acting as an advocate for veterans as they navigate the complexities of post-military life—whether it’s pursuing education, vocational training, or a new career path. Winning the award for the second consecutive year was a surprise for Josh, who didn’t expect his growing nonprofit to receive such recognition so soon. 'It’s amazing to know that people believe in our mission and recognize the work that has gone into getting us to where we are now,' he says. In addition to the award, Josh was astonished to receive a generous $100,000 donation to Camo to College from the Lockton family - the largest donation given since the launch of the Community Impact Award. “The support and dedication to philanthropic efforts at Lockton is unmatched. Having the President of our company as one of our first donors, receiving such a substantial contribution from the Lockton family, and the incredible support of my coworkers has been overwhelming!” Josh’s leadership style is rooted in problem-solving and a deep sense of responsibility to his fellow veterans. “When I see an issue, I trace it back to the root and put a plan together to fix it. Camo to College started because I saw too many veterans struggling after their service, and too many of my brothers taking their own lives. Veteran suicide is a huge issue, but instead of just addressing the symptoms, I wanted to go back to where it all began: the transition to civilian life. That’s where we can make the biggest difference.” Josh’s belief in Lockton’s business model paved the way for how he structured his nonprofit. “I don’t think there is a Camo to College without Lockton. The idea isn’t some visionary plan, but the simplicity of it works. Be an advocate to our clients, make them a priority, and do everything in our power to make them happy.” At Lockton, culture is more than just a talking point—it’s woven into the fabric of the company. “We brag about our culture at Lockton, and I think to a certain extent, a lot of companies do this,” says Josh. “However, it’s the follow-through that makes Lockton stand out.” Lockton goes beyond promoting its values, ensuring they are reflected in every aspect of the business. “They have instilled certain values that they believe can attract the right Associates and make a company successful, and the difference is the effort and energy put into validating these values,” Josh explains. This dedication to authenticity is what makes Lockton's culture exceptional. Through Lockton’s support, both financially and culturally, Camo to College is now on a path to help veterans not just survive but thrive after military service. “Lockton’s values of service and community are why I love working here,” says Josh. “The company truly cares, and that’s evident in everything they do. I’m so thankful for the Lockton family, my colleagues, and everyone who has supported this mission. Together, we’re making a real difference in the lives of veterans.”
October 14, 2024
If you're interested in supporting Your Ethiopian Professionals Network, click here to learn more. Sinafik Gebru’s journey as an immigrant led her to Your Ethiopian Professionals Network (YEP), a community that helped her navigate the challenges of building a new life in a different country. Now, years later, her work with YEP has earned her the prestigious Global Community Impact Award, a recognition that highlights her dedication to empowering others facing similar challenges. As part of this recognition, the Lockton family has donated $50,000 to Your Ethiopian Professionals Network. “I wouldn’t be where I am today without YEP,” Sinafik said. “To now receive this award for something that has been so pivotal in my own life is incredibly humbling. For 14 years, we’ve pushed forward with limited resources. This recognition allows us to make an even bigger impact.” YEP was born out of the need to inspire, educate, and empower the Ethiopian professional community. For Sinafik, it has served as a vital resource, offering professional opportunities and a network of individuals who understand the unique challenges of building a career in a new environment. “As an immigrant, YEP provided me with a sense of belonging and a platform to grow in ways I never anticipated,” she explained. “I want to ensure that this platform continues to be available for others who are seeking to grow, connect, and make meaningful contributions.” Looking ahead, Sinafik is focused on empowering the next generation of leaders. “We have a talented community, and I want to focus on growing that leadership,” she said. “I’m honored by this award, but it’s YEP’s success that matters most.” Lockton has played a significant role in her journey, providing more than just a professional platform. “At Lockton, I’ve found a family. Most of my relatives are far away, but my Associates have become my support system,” she said. “Lockton encourages us to pursue our passions outside of work. The culture here fosters a sense of belonging and purpose. That’s what’s made my commitment to YEP so sustainable.” Through Sinafik’s work with YEP and the support of Lockton, she is not only transforming her own life but also paving the way for future generations of Ethiopian professionals.