-
Client Manager
5 days ago
TPF Recruitment Boston, United StatesTPF Recruitment, the leading provider of accountancy practice professionals are currently supporting one of their clients located in Brighton.TPF Recruitment is delighted to be representing an esteemed independent firm of chartered accountants located in the vibrant Brighton area ...
-
Client Manager
2 weeks ago
Lockton, Inc. Boston, United StatesJob Summary: · About Lockton Northeast · For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and bey ...
-
Client Manager
3 weeks ago
Tetra Tech Boston, United StatesDiscover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our global innovation hubs ...
-
Client Manager
2 weeks ago
Pathstone Boston, United StatesCompany Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments. · Recently ranke ...
-
Client Manager
3 weeks ago
Pathstone Boston, United StatesCompany Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.Recently ranked th ...
-
Client Manager
4 weeks ago
Zelis Healthcare Boston, United StatesABOUT ZELIS (STANDARD): · Zelis is modernizing the healthcare financial experience for all. We make this happen by leveraging incredible technology built by healthcare experts, fostering partnerships that evolve with our clients and with a visibility that unlocks value. Zelis wa ...
-
Client Manager
3 weeks ago
Buyers Edge Platform Boston, United StatesJob Description · Job Description · Who are we? · At Consolidated Concepts, we're redefining cost reduction and profit optimization. Our mission is clear: empower multi-unit restaurants to thrive by simplifying their supply chain and procurement processes. As a Buyers Edge Plat ...
-
Client Manager
1 week ago
Aon Boston, United StatesPosting Description: · Client Manager - Aon Global Client Network · Are you an experienced short term insurance professional? Do you have experience dealing with multinational clients? Ready for the next step in your career? Read on · Aon South Africa is recruiting a Client Ma ...
-
Client Manager
3 weeks ago
Reliance Standard Boston, United StatesAssume overall responsibility for managing dedicated client accounts ranging from 500 to 2,000 lives. The Client Manager is the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renew ...
-
Client Manager
3 weeks ago
Rightpoint Boston, United StatesRightpoint, a Genpact company, is the digital consultancy with technology at its core. We design and engineer end-to-end experiences that help our clients succeed at the speed of innovation. Rightpoint serves more than 250 Fortune 1000 companies. At Rightpoint, we drive growth by ...
-
Client Manager
3 weeks ago
Tetra Tech Boston, United StatesDiscover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our global innovation hubs ...
-
Client Manager
2 weeks ago
Zelis Healthcare Boston, United StatesWork as part of a larger team to support our strategic account executives initiatives that promote optimal client health. · Ensure client updates are completed. Updates include, but are not limited to:Change forms, client set up, group updates, report updates. · Account plan up ...
-
Client Manager
2 weeks ago
Lockton, Inc. Boston, United StatesJob Summary: · About Lockton Northeast · For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and bey ...
-
Client Manager
3 weeks ago
Rightpoint Boston, United StatesRightpoint, a Genpact company, is the digital consultancy with technology at its core. We design and engineer end-to-end experiences that help our clients succeed at the speed of innovation. Rightpoint serves more than 250 Fortune 1000 companies. · At Rightpoint, we drive growth ...
-
Client Manager
5 days ago
Arthur J. Gallagher & Co. Boston, United StatesDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employe ...
-
Client Manager
1 week ago
Gallagher Boston, United StatesAbout Us: · Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments ...
-
Client Manager
3 weeks ago
Tetra Tech Boston, United StatesDiscover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenge Manager, Project Management, ...
-
Client Manager
3 weeks ago
Oracle Boston, United StatesJob Description · Why NetSuite? · We believe businesses should not be bogged down by the overhead of bulky data centers and expensive personnel to run it all. Businesses need to be lean, efficient, and agile. NetSuite is transforming business around the globe by providing a clo ...
-
Client Communications Manager
3 weeks ago
Clark Insurance Boston, United StatesCompany: · Description: · Client Communications Manager · The Opportunity: · As a Client Communications Manager, you will report to the President of Employee Health & Benefits and work closely with the Employee Health & Benefits consulting teams. In this role, you are responsible ...
-
Client Relationship Manager
1 week ago
pro Boston, United StatesClient Relationship Manager - $30-35/hour · About the opening: · Competitive pay rate: $30-35/hour · Manage analyst-level recruiting relationships · Work with leading financial institutions · Temp to Perm role · Responsibilities: · Cultivate and maintain client relationships · Ad ...
Client Manager - Boston, United States - Lockton Companies
Description
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
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
About Lockton Northeast
For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME.
With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position OverviewThe Client Manager I 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.
Core ResponsibilitiesSupports 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
Qualifications
Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
A minimum of two years of commercial Property and Casualty insurance experience and / or insurance broking / consulting experience required
Ability to efficiently organize work and manage time in order 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
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Legally able to work in the United States
A successful candidate will have:
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
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.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone.
We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences.As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About LocktonLockton 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.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc.
Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity.
Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
#J-18808-Ljbffr
