- Working knowledge of personal lines coverages and services.
- Substantial experience in marketing and servicing the insurance needs of personal accounts.
- Understanding of personal lines rating concepts.
- Expanded insurance industry knowledge through experience and / or course work.
- Proven ability to organize & manage time in order to meet deadlines.
- Demonstrated ability to understand and execute oral and written instruction.
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
- Demonstrated ability to instill confidence with clients so that client looks to you and to Lockton as more than just an insurance broker, but as a partner in business.
- Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
- Advanced working knowledge of spreadsheet applications and formula calculations.
- Strong understanding of general insurance accounting, including client invoicing.
- High aptitude for mathematical calculations including multiplication, division, and percentages.
- Strong analytical and problem-solving skills.
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
- Demonstrated presentation skills, including preparation and execution.
- Effectively delegates as appropriate.
- Demonstrated understanding of when to proceed alone and when to involve the Department Manager or others.
- Wholly understands the concept, issues, and overall impact of market pricing.
- Understanding of risk management concepts (including loss rating, accruals, etc) and when they are useful to clients.
- Ability to consult clients on other Lockton services and insurance needs.
- Ability to make decisions in compliance with established Lockton standards of quality performance and service.
- Ability to compile, analyze, and interpret financial information and data to facilitate decision-making.
- Personal presence to interface with top management of other businesses, representing Lockton in the highest professional manner.
- Ability to coach and mentor other Associates.
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance.
- Bachelor’s degree in a related filed
- At least 3 years of progressive experience working for an Insurance Broker in Personal Lines with clients who have high net worth.
- Ability to work Full-time (37.5 hours per week)
- Authorized to work in the United States
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Substantial experience in marketing and servicing the insurance needs of personal accounts. Strong understanding of general insurance accounting, including client invoicing. Demonstrated understanding of when to proceed alone and when to involve the Department Manager or others. ...
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