Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
Associate Lender Review Analyst
- Manages renewal transactions, certificate reviews, and lender relationships.
- First point of contact for all lending clients.
- Reviews initial information provided by clients to ensure completion and accuracy.
- Manages project board pipeline.
- Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
- Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
- Coordinates with internal resources and research topics as needed.
- Tracks and provide weekly/monthly reporting to leadership.
- Attends and occasionally lead department meetings.
- Prepares invoices for lenders based upon fee agreements and follow up for payments.
- Make a positive contribution to customer satisfaction and strive to improve client service experience.
- Other additional responsibilities as assigned.
- High school diploma (or GED) required.
- One (1) year of insurance experience. May consider a college degree or some college hours in lieu of insurance experience.
- Adept in the Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
- Strong attention to detail.
- High aptitude for accuracy in mathematical calculations.
- Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines.
- Strong verbal, written and interpersonal communication skills.
- Self-initiation, desire and willingness to further insurance knowledge and keep current on trends impacting the industry.
- Ability to travel and work outside of normal hours due to business demands.
- Legally authorized to work in the United States.
Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.
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.
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