International Client Specialist

Lockton • Chicago, IL

2d

About The Position

This role involves managing information and providing account services for international clients. Responsibilities include collecting and maintaining client exposure and policy summary information, tracking renewals, managing account open items, and maintaining client databases and the Lockton Partner Portal. The role also requires performing due diligence, assembling marketing submissions, marketing renewals to carriers, preparing quote comparisons and proposals, analyzing coverages, coordinating local services, and adhering to account deliverables and procedures. Additionally, the specialist will participate in client/prospect presentations, attend meetings and events, and prepare reports and correspondence.

Requirements

• Bachelor’s degree in Business, International Affairs, or equivalent education and/or experience.
• Minimum of years of experience of Commercial Property and Casualty coverages and services or commensurate insurance industry knowledge through business experience and/or course work
• Flexibility to travel by automobile and aircraft with overnight stays.
• Proven ability to organize and manage time efficiently to prioritize heavy workloads in order to meet all time-sensitive deadlines.
• Demonstrated aptitude for understanding and quickly executing oral and written instruction.
• Demonstrated understanding of when to proceed alone and when to involve the account executive, unit manager, and/or others.
• Ability to communicate clearly and professionally and develop strong client relationships.
• Demonstrated professional, tactful negotiation, and persuasion skills to achieve objectives.
• Firm grasp of the English language with above-average verbal, written, and interpersonal skills to interact with Associates and clients at all levels of responsibility.
• Working knowledge of Microsoft Word, Excel, and Outlook; and similar applications including use of spreadsheet applications and formula calculations.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.

Nice To Haves

• international experience a plus.
• Knowledge of foreign language(s) and/or experience working/traveling overseas a plus.

Responsibilities

• Collection of client exposure and policy summary information from overseas servicing teams
• Maintenance of accurate and up-to-date information on clients, brokers, carriers, and coverages
• Renewal tracking and notification to client, Producer, or account executive
• Maintenance of account open items lists
• Client database management and information management of Lockton Partner Portal systems
• Due diligence review of all client exposures and coverages
• Assembly of marketing submission documentation
• Marketing renewal to incumbent and prospective carriers
• Preparing quote comparisons and renewal proposal for client
• Coverage analysis of all policies under Lockton control
• Local service coordination and correspondence
• Adherence with all agreed account deliverables, protocols, and procedures
• Participation/leading special client/prospect presentations and other projects as required
• Attend department meetings, education workshops, carrier functions, and other events
• Prepare written correspondence, reports, and analyses as needed

Benefits

• competitive pay and benefits
• Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
• Lockton Benefits Offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level