Lockton, Inc.
Job Description
Job 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 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 Client Manager 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 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 will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service. Core Responsibilities Supports 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 o