
Client Manager
Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier. Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications. Requests and collects quotes (new and renewal) from carriers. Audits quotes, binders, and endorsements and makes requests for changes as needed. Processes audits and creates audit analysis for Client. Receives policy, then updates and completes policy check to ensure completeness. Updates specifications, application, and summary information to reflect changes during the year Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff. Binds coverage under direction of the Unit Manager/Account Executive. Informs Client of any and all changes that may affect insurance premiums or coverage. Gathers and compiles information for new business opportunities.
Ability to complete continuing education requirements as needed
Understands industry trends and governmental regulations
3-5 years of Client services experience is required
MS Word
MS PowerPoint
MS Outlook
Record Keeping Skills
Time Management Skills
MS Excel skills
Results Oriented
Verbal communication
written communication
Adaptability
Problem Solving Skills
Detail oriented and highly organized
According to JobzMall, the average salary range for a Client Manager in 751 Arbor Way, Blue Bell, PA 19422, USA is $48,000 to $70,000 per year. This range can vary based on the individual's experience, qualifications, and the organization they work for.
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Lockton is the world’s largest privately owned, independent insurance brokerage firm. Clients across the globe count on Lockton for risk management, insurance and employee benefits.

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