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!
Internal Operations Specialist
The Internal Operations Specialist provides Commercial Insurance Department Account teams with operational and administrative support.
Position responsibilities
• Assist in the Account renewal process
• Set up Clients in AutoCert
• Order Loss Run Information
• Provide assistance in the new or lost business process
• Work in a team environment with shared responsibilities to respond to/complete individual daily requests
• Review insurance requirements within contracts to provide evidence forms with appropriate coverage
• Maintain applications/systems by adding, deleting or modifying information as needed (e.g., Nexsure, ImageRight, AutoCert, etc.).
• Load certificate holders individually or via Excel upload. Import/export other reports from the system as needed, using Excel
• Create attachments as needed by transferring additional coverage information or endorsement language to the certificate issuing system
• Prepare and distribute large quantities of evidence of coverage forms for all renewals, ensuring that forms issued comply with prescribed deadlines, are verified for insurance policy language, are in accordance with state requirements, and meet Lockton standards
• Enter file information into ImageRight to ensure accuracy of Dead File retrieval
• Ensure validity and accuracy of contracts prior to invoicing
• Work with accounting to clear discrepancies with carrier and client funds
• Create Fee Agreements
• Review and advise on complex billing situations as well as handle escalated invoicing situations
• Advise account team of difficult or unusual certificate requests (escalating issue to Account team)
• Attend client facing meetings as needed
• Provide 3rd party certificate management
• Prepare Flood Zone Determinations
• Train account teams in AutoCert and on ImageRight workflows for effective invoicing
• Comply with Lockton procedures and policies
• Protect the confidentiality of information learned by performing the duties of the position
• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
• Perform other work-duties as assigned
Position qualifications
• GED/High School Diploma required. Bachelor’s degree or equivalent work experience preferred
• Previous office experience in a corporate environment preferred
• Proficiency in the use of Microsoft Word and Excel required
• Strong attention to detail
• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed
• Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy
• Demonstrated ability to respond to phone inquiries in a courteous and professional manner
• Legally able to work in the United States
This position may be eligible for annual discretionary bonus consideration.
Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.
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.
Connect with Us