Lockton→
International Client Specialist at Lockton in Location not listed
Job Description
Responsibilities will include
Information management, including
Collection of client exposure and policy summary information from overseas
servicing teamsMaintenance of accurate and up-to-date information on clients, brokers,
carriers, and coverages - Renewal tracking and notification to client, Producer, or account executiveMaintenance of account open items lists
Client database management and information management of Lockton Partner
Portal systems
Various specified account services, including
Due diligence review of all client exposures and coverages
Assembly of marketing submission documentation
Marketing renewal to incumbent and prospective carriers
Preparing quote comparisons and renewal proposal for client
Coverage analysis of all policies under Lockton control
Local service coordination and correspondence
Adherence with all agreed account deliverables, protocols, and procedures
Participation/leading special client/prospect presentations and other projects as required
Attend department meetings, education workshops, carrier functions, and other events
Prepare written correspondence, reports, and analyses as needed
Basic requirements:
- Bachelor’s degree in Business, International Affairs, or equivalent education and/or experience.
- Minimum of years of experience of Commercial Property and Casualty coverages and services or
commensurate insurance industry knowledge through business experience and/or course work;
international experience a plus. - Flexibility to travel by automobile and aircraft with overnight stays.
- Proven ability to organize and manage time efficiently to prioritize heavy workloads in order to meet all
time-sensitive deadlines. - Demonstrated aptitude for understanding and quickly executing oral and written instruction.
- Demonstrated understanding of when to proceed alone and when to involve the account executive, unit
manager, and/or others. - Ability to communicate clearly and professionally and develop strong client relationships.
- Demonstrated professional, tactful negotiation, and persuasion skills to achieve objectives.
- Firm grasp of the English language with above-average verbal, written, and interpersonal skills to
interact with Associates and clients at all levels of responsibility. - Working knowledge of Microsoft Word, Excel, and Outlook; and similar applications including use of
spreadsheet applications and formula calculations. - Knowledge of foreign language(s) and/or experience working/traveling overseas a plus.
- Ability to work outside of normal business hours as needed.
- Legally able to work in the United States.