Consultant - Stop Loss

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

•       Responsible for managing book of business (number of accounts depending on other responsibilities and factors), with assistance from an Account Coordinator or Senior Account Coordinator

•       Responsible for presenting client deliverable, as needed, to core team and/or client

•       Seen as Subject Matter Expert by core teams and/or clients, as well as team members

•       Responsibility related to associate development, potentially managing others with leadership coaching

•       Responsibility related to growth (build relationship and working parameters with growth team)

•       Minimal to no escalations required to complete traditional and/or complex renewals

•       Additional responsibility related to growth (build relationship and working parameters with growth team)

•       Responsible for creation of client deliverables, as well as written recommendations

•       Adheres to established peer review requirements, remaining open to constructive feedback as part of continued growth

•       Supports new practice initiatives

•       Able to peer review Client Specialist and Associate Consultant deliverables

•       Completes Phase 3 of Audits

•       Obtain/maintain license

QUALIFICATIONS

•       Bachelor’s degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.

•       6-10 years of insurance/broker industry experience, specifically in consulting or account management.

•       Strong interpersonal communication and critical thinking skills required

•       Excellent computer skills required with strong knowledge of software packages.

•       Current required licenses or ability to immediately obtain.

•       Excellent organizational and communication skills.

•       Must be available for travel for client/team meetings.

•       Legal right to work in the United States.

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

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