- Supports Producers, SVP Projects & SDI, Account Executive or Senior Client Manager on complex Lockton Northeast clients
- Maintains strong relationships with key Client contacts. Works with Producers (where applicable) and service team to coordinate senior-level Client communications ensuring client experience and interfaces are class leading. At times, be part of the Client service team at point of sale (including travel as necessary).
- Conducts training sessions with clients and prospective clients on wrap-up program insurance manuals, project administration and client software outputs.
- Owns the service delivery on wrap-up administration for designated clients and their projects including but not limited to program kick-off meetings with carriers and vendors, ensure wrap-up program insurance manuals are agreed, and ensure teams and software are in place to ingest enrolled contractor information.
- Responds to Clients inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Provides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategy
- Uses understanding of Clients business and financial profile to help Clients and the Lockton team build long-term project profitability, including developing project feasibility studies based on different contractor credit scenarios
- Gathers and compiles information for new business opportunities (including RFPs) and contributes to materials for Client presentations and meetings
- Mentor and manage the day-to-day duties and responsibilities of wrap-up service coordinators, including onboarding, training, staffing workloads, team procedures and general oversight
- Coordinate all Series requests for enhancements to Locktons Wrap-Up software program
- Calculates wrap-administration fees, ensures client acceptance, and resolves accounting issues
- Performs other responsibilities and duties as needed
- Bachelor's degree in risk management and insurance is preferred, or a business-related program and/or experience is required.
- 5 plus years of construction wrap-up insurance experience required
- Ability to efficiently organize work and manage time to meet deadlines
- Exceptional verbal, written, and interpersonal skills, inclusive of knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Willingness and ability to work outside of normal business hours and travel as needed
- Legally able to work in the United States and ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
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Wrap-Up Administration Program Manager - Boston, United States - Lockton, Inc.
Description
Job Summary:About Lockton Northeast
For the Northeast Series, youll 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 Overview:
The Wrap-Up Administration Program Manager is a critical role in the Northeast Series Construction Practice. The role is focused on managing a portfolio of high-profile project owners and contractors within the Lockton Northeast Series. The Wrap-Up Administration Program Manager plays a critical role in managing the overall client relationship in conjunction with the SVP-Projects & SDI, Account/Client Executives and Senior Client Managers. This leader will be directly responsible for assessing our clients project scope, designing pro-forma budget reports based on client information, working with the client service team to set up wrap enrollment procedures as well as supervising a team of day-to-day wrap-up service coordinators. The Wrap-Up Administration Program Manager will also be responsible for alignment between the Clients business objectives/strategy and the technical expertise brought by the Lockton Northeast Projects team. This leader also ensures that Lockton Northeast wrap-up resources are deployed efficiently to meet the Clients needs. A high performing and successful Wrap-Up Administration Program Manager will be a strategic leader, give great advice, help grow our business, deliver project administrative excellence, and provide great customer service.
Responsibilities:
Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.
We offer acompetitivetotal rewards package, continuing education & training, and tremendous potential with agrowingorganization
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