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 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 Unit Manager, Account Executive and/or Senior Client Manager.  Overall responsibilities include support of the marketing/placement/servicing of select lines of insurance and execution of day-to-day administrative and service needs.  The Associate must be familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance with the aforementioned.  The Client Manager will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression.  A high performing and successful Client Manager will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service. 

Core Responsibilities

• Supports Unit Manager, Account Executive or Senior Client Manager on Lockton Northeast clients
• Supports the Unit Manager, Account Executive or Senior Client Manager in the service delivery and renewal process on a designated book of business including but not limited to marketing, placement and overall service.
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions.  Engages senior level resources to support resolution where needed
• 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
• Gathers and compiles exposure information from the Client
• Works with the Unit Manager, Account Executive or Senior Client Manager to request and collect quotes (new and renewal) from carriers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Processes audits and creates audit analysis for Client
• Participates in client meetings; takes responsibility for presenting material as directed by Unit Manager, Account Executive or Senior Client Manager
• Receives policy, then updates and completes policy check to ensure completeness and accuracy
• Works with the Unit Manager, Account Executive or Senior Client Manager to update specifications, application, and summary information to reflect changes during the year
• Builds coverage specifications under direction of the Unit Manager, Account Executive or Senior Client Manager
• Supports new business opportunities and generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Supports analytics through the gathering of benchmarking and industry data
• Works with accounting and admin teams to issue and process Invoices, Certificates of Insurance and Auto ID Cards
• Conducts basic contract review
• Resolves accounting issues. Escalates issues when needed.
• Performs other responsibilities and duties as needed 

• Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
• A minimum of three years of commercial Property and Casualty insurance experience and/or insurance broking/consulting/agency 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 
• 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 Foundations Program or 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