Client Manager, Private Equity & Real Estate

Lockton • New York City, NY

80d • Hybrid

About The Position

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 I 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 I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service.

Requirements

• 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

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

Benefits

• Flexible & hybrid work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 5,001-10,000 employees