Construction Client Manager

Boston, Massachusetts, United States of AmericaAt Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.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 OverviewThe 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 Clients within the Lockton Northeast series Construction platform under the general guidance of the Construction Team Leader, Account Executive and/or Senior Client Manager. Overall responsibilities include 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. The Client Manager will be a participant in the Lockton Northeast Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Client Manager will deliver transactional excellence and provide great customer service.Core ResponsibilitiesSupports Team Leader, Account Executive or Senior Client Manager on complex Lockton Northeast Construction clientsOwns the service delivery and renewal process on a designated book of business including but not limited to marketing, placement and overall service (under the oversight of the Team Leader, Account Executive or Senior Client Manager)Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutionsProvides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategySupports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer. Engages senior level resources to support resolution where neededGathers and compiles exposure information from the ClientRequests and collects quotes (new and renewal) from carriers. Prepares coverage and financial analysis to compare/review quotations. Has the ability to interpret and outline key coverage and financial termsAudits quotes, binders, and endorsements and makes requests for changes as neededProcesses audits and creates audit analysis for ClientClient Manager is able to lead meetings with client independently by delivering content in a clear and concise manner. A ClientManager is prepared, has thought through the obstacles and issues, has consulted with underwriter prior and has brought Team Leader, Account Executive or Senior Client Manager up to speed on key issues prior; is able to deliver solutions for identified problems or issuesReceives policy, then updates and completes policy check to ensure completeness and accuracyUpdates specifications, application, and summary information to reflect changes during the yearBuilds coverage specifications independently based on their assessment of client coverage needsInforms Client of any and all changes that may affect insurance premiums or coverageGathers and compiles information for new business opportunities and generates materials for Client presentations and meetingsCreates and sends compliance communications as neededLeverages analytics to support program design, negotiation and Client decision makingWorks with TSA to issue and process Invoices, Certificates of Insurance and Auto ID CardsConducts complex contract reviewResolves accounting issuesEngages in and participates in special projects to support Northeast strategic prioritiesUnderstands and leverages Lockton resources at the center of the companyResearches industry trends and governmental regulationsPerforms other responsibilities and duties as neededQualificationsBachelor's degree in a business-related program preferred or equivalent education and/or experience requiredA minimum of four years of commercial Property and Casualty insurance experience and/or insurance broking/consulting experience requiredAbility to efficiently organize work and manage time in order to meet deadlinesExceptional verbal, written, and interpersonal skillsAbility to comply with all company policies and procedures, proactively protecting confidentiality of client and company informationWillingness and ability to work outside of normal business hours and travel as neededStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Legally able to work in the United StatesA successful candidate will have:An eagerness and enthusiasm to learn and be a part of their respective Unit or PracticeAn ability to work as part of a teamStrong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writingAn ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients’ needsAn ability to manage time, prioritize and ensure that deadlines are met without compromising qualityThe entrepreneurial spirit, with an eagerness to learn and grow within the companyThe intellectual curiosity and quantitative mindset to leverage analytics to inform strategy and assist our clients in making decisionsThe initiative to actively participate in the Career Advancement Program and to pursue technical excellence through professional designations, industry workshops etc.An ability to develop underwriter relationships with key insurersThe desire to mentor and develop junior Associates, including Interns, Analysts and Senior AnalystsLockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.We offer acompetitivetotal rewards package, continuing education & training, and tremendous potential with agrowingorganization.- “It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.”Equal Opportunity StatementLockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.About LocktonLockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.How We Will Support YouAt Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. #J-18808-Ljbffr

Created: 2025-09-17