Client Manager II – Marine Broker, Hull and L...

Client Manager II – Marine Broker, Hull and Liabilities

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

Northeast Series

$100,000-$155,000

Schedule

Full-time

Job type

Standard

Workplace

Hybrid

Your Responsibilities

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

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

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.

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.