Lockton is seeking an experienced insurance professional who is an independent thinker and is motivated by the growth of fellow associates and clients.  As a senior member of the Financial Lines Team, will provide personalized support to our Management Liability book of business with a focus on delivering exceptional service.  If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”, Apply Today!

Primary responsibilities include:

• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business comprised of Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime/Fidelity and other Management Liability lines of coverage for Risk Management clients
• Responsible for the coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up the account, collecting needed documentation, and reviewing plan details with client and carrier
• Responsible for submission documentation, including requests of clients, return receipt therefrom, review, and transmittal to markets, if prompted by Account Executive
• Gather and compile additional exposure information, including loss runs
• Request and collect new business and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Bind coverage under the direction of the Unit Manager and/or Account Executive
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist with the issuance and processing of client invoicing and bill discrepancies, including engagement with the Surplus Lines Department, as needed.
• Utilize an inquisitive mindset to research industry trends, litigation developments, and governmental regulations that may impact the client
• Manage and oversee the Certificate of Insurance and ID card process with assistance from Lockton’s Certificates Team.
• Support the teams with Image Right filing, managing open items list, and contract reviews
• Additional tasks, as requested by leadership

·         Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred

·         Minimum of four (4) years of related commercial, underwriting, or risk management experience

·         Prior brokerage, insurance industry and/or client services experience required

·         Experience in Management Liability coverages

·         Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)

·         Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients

·         Strong organizational and time-management skills with the ability to work within high-pressure time constraints

·         Effective critical thinker with the ability to resolve complex client service issues

·         Technical aptitude with the ability to learn systems and processes quickly

·         Willingness to travel and work outside of normal business hours, as needed

·         Legally able to work in the United States