Global Associate Client Manager
Lockton, Inc. - los angeles, CA
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Job Summary: Position responsibilitie • Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service • Create, modify, and ensure accuracy of Client Profile Information • Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed • Create and Maintain Client Claims Manual • Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action • Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met • Gather and Review Renewal Information from Client • Ensure proper filing of client/carrier correspondence within Document Management System • Manage Policy E-delivery to Client • Review, file, and process all client specific new mail • Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guideline • Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situation • Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concern • Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner • Provide premium breakdowns/premium summaries, as requested • Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special project • Ensure appropriate information provided for completion of policy checks for policy checking team • Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal • Ensure accuracy regarding client information in system • Review incoming client certificate requests and provide instructions for processing • Work with client to ensure carrier applications are completed • Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer • Comply with Lockton's policies and procedures, including appropriate documentation • Attend education workshops, and carrier functions, when requested • Perform other work-related duties as assigned Requirements: Position qualification • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent • General understanding of commercial property and casualty coverages preferred • Company or agency experience in commercial insurance services desired • Understanding of commercial rating concepts preferred • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • High aptitude for accuracy in mathematical calculation • Strong attention to detail required • Understands industry trends and governmental regulation • Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed • Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadline • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information • Legally able to work in the United State This position may be eligible for annual discretionary bonus consideration.
Created: 2024-10-15