ESSENTIAL JOB DUTIES AND RESPONSIBILITIES • Responsible for 20-40 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator • Seen as Subject Matter Expert by core teams and/or clients, as well as team members, carrier partners and Lockton leadership • Oversees full office/series book of business to ensure timelines are met, carrier placement metrics are in line and no E&O liability • Point of contact for escalations related to case specific questions/issues • Responsibility related to growth (build relationship and working parameters with growth team) • Responsibility related to management and associate development, with leadership coaching • Proven ability to take initiative in terms of innovation and growth • Promotes and supports new practice initiatives • Able to peer review all deliverables • Manages carrier relationships at a local level • Provides input related to overall practice business plan • Overall book of business management and staffing • Collaboration across series/offices with regards to marketing, placement and policy management • Able and willing to share knowledge gained across the practice to promote better collaboration • Involved in Series Stewardship reporting and delivering of results • Assistance with process efficiency projects and future practice initiatives • Completes Phase 3 of Audits • Represents Lockton in any situation with high standards QUALIFICATIONS • Bachelor’s Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience. • 8+ years of insurance/broker industry experience, specifically in consulting or account management. • Strong interpersonal communication and critical thinking skills required • Current required licenses or ability to immediately obtain. • Excellent organizational and communication skills. • Must be available for travel for client/team meetings. • Legal right to work in the United States. Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family. #LI-DG2 #LI-MM4
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Job Type
Full-time
Career Level
Mid Level