East Regional Client Relationship Leader

East Regional Client Relationship Leader

Manage a book of business consisting of high-net-worth personal insurance clients. Cultivate relationships with clients to ensure retention and growth of the book. Act as a trusted advisor, providing guidance and recommendations on risk management and mitigation.

Lead a team under Division Leader, providing coaching, counseling, training, and mentorship to help associates achieve their career goals. Monitor team performance by conducting audits and ensuring service standards goals are met.

Attend discovery meetings and proposal presentations, where applicable. Provide input in development and implementation of policies and procedures, as well as operating and strategic plans for the division.

Develop and maintain relationships with insurance carriers, broker servicing networks, and other providers. Generate new business opportunities through cross-selling. Assist in establishing and attaining revenue goals for existing and new business.

• Time management and organization:
  Uses a range of tools, skills and techniques to manage time when accomplishing certain tasks, projects and goals; this includes planning, allocating, delegating, setting goals, monitoring, organizing, scheduling and prioritizing.
• Professionalism:
  Conducts oneself in a polite and respectful manner and demonstrates good judgement when dealing with internal or external clients and trading partners.
• Client focus:
  Practices Lockton’s motto “We Live Service” while serving Clients’ needs, nurturing effective client relationships and contributing to the overall success and satisfaction of Lockton PRS.
• Reliability:
  Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment.
• Communication:
  Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills and resolves conflict as needed.
• Industry Knowledge:
  Stays current on issues impacting the industry by maintaining expertise in functional area.

• Bachelor’s Degree in Risk Management or Business Administration and/or years of experience equivalent.
• Typically, more than 5+ Years of Technical Brokerage Experience in Private Risk Management focused on structuring complex insurance programs for Family Offices, Ultra-High-Net-Worth Families including ancillary commercial lines, course of construction, claims management and Group Excess Liability.
• 3+ Years Experience in Private Risk Management focused on structuring complex insurance programs for High-Net-Worth clients.
• Strong verbal and interpersonal communications skills required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Ability to complete continuing education requirements as needed.
• Understands industry trends and governmental regulations.
• Ability to work independently and manage multiple tasks simultaneously.
• Ability to attend company, department and team meetings as required, including industry training sessions.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use office equipment such as a computer, keyboard, calculator.
• Knowledge and use of Excel, PowerPoint, Word.
• Ability to work on a computer, video meeting or phone for prolonged amount of time.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.
• Able to be in office 3-5 days per week.

Equal Employment Opportunity. Lockton, Inc. is an affirmative action and non-discrimination employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran, or disability status.