Lockton is a global professional services firm with more than 8,000 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. Check out the latest insights from Lockton's experts.  


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.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.

Account Analyst - Middle Market

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Client Services
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207 Total Views

Description:

 

  • Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
  • Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
  • Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
  • Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
  • Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
  • Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
  • Assists with financial reporting for renewals by gathering and compiling Client details
  • Executes any requested changes on policies
  • Periodically assists in loss-run requests
  • Extends expiring binders as requested by senior staff
  • Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
  • Assistants in the upkeep of carrier product information
  • Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
  • Maintains and keeps records of Clients
  • Compiles preliminary numbers for promulgating experience modification, and orders worksheets
  • Issues and processes Client invoicing
  • Assist is the research of invoice and billing errors
  • Acquires an understanding of insurance brokerage business and account servicing processes
  • Researches industry trends and governmental regulations
  • Performs other responsibilities and duties as needed

Qualifications:

  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Up to three years of Client services experience is required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed
  • Ability to attend company, department, and team meetings as required, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Ability to efficiently organize work and manage time in order to meet deadlines
  • Ability to travel by automobile and aircraft
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

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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