Client Specialist

Your Responsibilities

• Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator
• Builds and manages relationships with client(s) (core team and/or carrier)
• Reviews, completes and delivers Budget Projections to core teams
• Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable)
• Negotiates with carrier partners the most optimal outcome for our client(s)
• Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review
• Revises deliverable and recommendation based on peer review and delivers final results to core team
• Hosts standard meetings with core teams to discuss marketing status and other open items
• Provides feedback to carrier partners on renewal and new business
• Attend client meetings/calls to observe presentation by manager and/or leadership
• Liaison between core team and claims team
• Liaison between core team and AMAP team
• Obtain/maintain license
  
  

This is a remote eligible position.

Compensation And Benefits

Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.

Compensation

• Base salary: $100,000 USD
• Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
  
  

Lockton Benefits Offerings

At Lockton, our caring culture means we’re invested in your health and wellbeing. That’s why we’ve developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings.

• Health Plans – Options include United Healthcare Consumer-driven health plan or Surest variable copay plan
• Wellness incentive program for health premium savings
• Dental Plans – MetLife PPO & Copay option
• Vision Plan – VSP Choice Plan
• Health Savings Account
• Flexible Spending Accounts – Dependent Care, Ltd. Purpose, Healthcare, Transportation
• Life Insurance – Group term life, AD&D plus voluntary life options
• Paid parental leave
• Disability benefits – salary continuation & long-term disability for qualifying events
• Legal services
• Critical illness care
• Hospital indemnity
• Pet insurance
• Gym membership discount programs
• Retirement 401(K) Plan – 100% match up to 6% with immediate vesting
• Student loan 401(K) match option
• Associate assistance mental health program
• Merchant discounts
• Paid time off including vacation, holidays, personal days, volunteer days, and sick time
• Associate referral bonus & new business finder’s fee
• Company sponsored charitable and community events
• Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits
  

Qualifications

Position qualifications

• The ideal candidate will possess a bachelor's degree in Business Administration or related field and/or years of experience equivalent
• Typically, more than eight years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong attention to detail required
• Understands industry trends and governmental regulations
• Ability to attend industry training sessions
• Ability to travel by automobile and aircraft and be away from home more than one day and night
• Ability to work outside of regular business hours
• Legally able to work in the United States
  
  

This job description is intended to indicate the general nature and level of work performed by Associates in the role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this role.