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INTRODUCTION

At 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.

ROLE AND RESPONSIBILITIES

Lockton is seeking a strategic and experienced trade credit insurance professional who is an independent thinker, and who can lead client relationships to deliver innovative risk management solutions. This role serves as a senior client service professional responsible for managing complex Trade Credit insurance programs, supporting strategic client relationships, and delivering exceptional service to a sophisticated portfolio of clients. This role combines relationship management, technical insurance experience, business consulting, and leadership to deliver exceptional client outcomes.

The ideal candidate will bring direct experience supporting Trade Credit insurance programs, strong client management skills, and the ability to operate independently while collaborating across multiple teams. This individual will partner closely with Account Executives, Producers, carriers, and clients to support successful renewals, policy placement, and ongoing service delivery.

This position is fully remote and may be based anywhere in the United States.

Primary Responsibilities:

• Work in conjunction with Account Executives and/or Producers to manage assigned accounts.
• Serve as advisor and primary client contact for assigned accounts.
• Lead renewal strategy, marketing, negotiations, and placement activities across trade credit insurance placements.
• Understand client operations, emerging risks, growth initiatives, acquisitions, and contractual obligations to provide proactive guidance.
• Develop carrier strategies and negotiate coverage enhancements and program improvements.
• Coordinate internal resources as needed.
• Build and maintain relationships with clients, carrier partners, and industry stakeholders.
• Leverage analytics, benchmarking, and market intelligence to improve client outcomes.
• Champion innovation through technology and data-driven solutions to enhance client experience.
• Mentor and develop Account Managers.
• Support cross-selling opportunities and new business growth initiatives.
• Stay informed on industry trends, marketplace developments, and regulatory changes impacting clients.
• Perform other responsibilities and duties as assigned.

BASIC QUALIFICATIONS

• Bachelor’s degree in business, Risk Management, Insurance, or related field preferred.
• Minimum five (5) years of commercial insurance, brokerage, or underwriting experience.
• Demonstrated expertise in credit insurance coverage and client service.
• Strong negotiation, consulting, and strategic planning skills.
• Experience leading complex client relationships and renewal strategies.
• Professional communication skills, with the ability to effectively communicate with all levels of associates and clients.
• Strong organizational and time management skills, with the ability to manage multiple priorities.
• Advanced proficiency in Microsoft Office products.
• Technical aptitude with the ability to learn systems and processes quickly.
• Ability to travel as needed.
• Legally authorized to work in the United States.

LOCATION

Secondary locations: California, New York City, Texas, Houston, Chicago, Washington DC

COMPENSATION

Salary: $85,000-$140,000

SCHEDULE

Full-time

WORKPLACE

Remote

EQUAL OPPORTUNITY STATEMENT

Lockton Companies is proud to provide everyone an equal 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 learns from, celebrates and thrives because of our breadth 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 LOCKTON

Lockton 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 YOU

At 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.

NO AGENCIES PLEASE

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.