ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Responsible for 20-40 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator

• Seen as Subject Matter Expert by core teams and/or clients, as well as team members, carrier partners and Lockton leadership

• Oversees full office/series book of business to ensure timelines are met, carrier placement metrics are in line and no E&O liability

• Point of contact for escalations related to case specific questions/issues

• Responsibility related to growth (build relationship and working parameters with growth team)

• Responsibility related to management and associate development, with leadership coaching

• Proven ability to take initiative in terms of innovation and growth

• Promotes and supports new practice initiatives

• Able to peer review all deliverables

• Manages carrier relationships at a local level

• Provides input related to overall practice business plan

• Overall book of business management and staffing

• Collaboration across series/offices with regards to marketing, placement and policy management

• Able and willing to share knowledge gained across the practice to promote better collaboration

• Involved in Series Stewardship reporting and delivering of results

• Assistance with process efficiency projects and future practice initiatives

• Completes Phase 3 of Audits

• Represents Lockton in any situation with high standards

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Responsible for 20-40 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator

• Seen as Subject Matter Expert by core teams and/or clients, as well as team members, carrier partners and Lockton leadership

• Oversees full office/series book of business to ensure timelines are met, carrier placement metrics are in line and no E&O liability

• Point of contact for escalations related to case specific questions/issues

• Responsibility related to growth (build relationship and working parameters with growth team)

• Responsibility related to management and associate development, with leadership coaching

• Proven ability to take initiative in terms of innovation and growth

• Promotes and supports new practice initiatives

• Able to peer review all deliverables

• Manages carrier relationships at a local level

• Provides input related to overall practice business plan

• Overall book of business management and staffing

• Collaboration across series/offices with regards to marketing, placement and policy management

• Able and willing to share knowledge gained across the practice to promote better collaboration

• Involved in Series Stewardship reporting and delivering of results

• Assistance with process efficiency projects and future practice initiatives

• Completes Phase 3 of Audits

• Represents Lockton in any situation with high standards

QUALIFICATIONS

• Bachelor’s Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.

• 8+ years of insurance/broker industry experience, specifically in consulting or account management.

• Strong interpersonal communication and critical thinking skills required

• Current required licenses or ability to immediately obtain.

• Excellent organizational and communication skills.

• Must be available for travel for client/team meetings.

• Legal right to work in the United States.

QUALIFICATIONS

• Bachelor’s Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.

• 8+ years of insurance/broker industry experience, specifically in consulting or account management.

• Strong interpersonal communication and critical thinking skills required

• Current required licenses or ability to immediately obtain.

• Excellent organizational and communication skills.

• Must be available for travel for client/team meetings.

• Legal right to work in the United States.