International Client Specialist

Responsibilities will include

• Information management, including

  • Collection of client exposure and policy summary information from overseas
    servicing teams

  • Maintenance of accurate and up-to-date information on clients, brokers,
    carriers, and coverages - Renewal tracking and notification to client, Producer, or account executive

  • Maintenance 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