Job Summary:

• 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.

Requirements:

• 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