Commercial Client Advisor - International

Company: Lockton
Location: Dallas
Posted on: June 25, 2022

Job Description:

Lockton is seeking an experienced insurance professional who thrives in a collaborative team environment and is motivated by the growth of our associates and clients. The International Client Advisor will provide personalized support to our International book of business with a focus on delivering exceptional service. If you are seeking a high-energy position with the flexibility to be "Uncommonly Independent", Apply Today!

Primary responsibilities include:

* Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
* Responsible for strategic coordination and execution of administrative and service functions for assigned accounts
* Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and carrier
* Gather and compile exposure information, including loss-run schedules and stratifications
* Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
* Request and collect new and renewal quotes from carriers
* Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
* Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
* Bind coverage under the direction of the Unit Manager and/or Account Executive
* Generate marketing and informational material for client presentations and meetings
* Assist with the issuance and processing of client invoicing and bill discrepancies. This will also involve working with the Surplus Lines Department, as needed.
* Utilize an inquisitive mindset to researches industry trends and governmental regulations that may impact the client and/or Lockton
* Oversight of the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.
* Lend support to the team with contract and policy reviews
* Additional tasks, as requested by leadership

The most qualified candidate will possess the following:

* Bachelor's Degree in Insurance and Risk Management or related field preferred
* Minimum of three (3) years of related commercial, underwriting, or risk management experience
* Prior international brokerage and/or client services experience strongly preferred
* Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)
* Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients
* Strong organizational and time-management skills with the ability to work within high-pressure time constraints
* Effective critical thinker with the ability to resolve complex client service issues
* Technical aptitude with the ability to learn systems and processes quickly
* Willingness to travel and work outside of normal business hours, as needed
* Legally able to work in the United States

Additional Information

Keywords: Lockton, Dallas , Commercial Client Advisor - International, Other , Dallas, Texas