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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!

Agency Operations Lead

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Client Services
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Description:


Assist Unit Manager with ensuring that all request types sent to Agency Operations, including, but not limited to Loss Runs, Claims Reporting, Request for Services, and Certificates are processed in an efficient, effective and timely manner while assisting in maintaining and supervising a cohesive team environment. 


Role Responsibilities:

  • Perform the Essential Duties of the Agency Operations Specialist position
  • Master all aspects of the AutoCert system, including NetCert, CertKey and AutoKey.  Master Nexsure features, including, but not limited to invoicing and policy set up. Have an understanding of Client Master, the Request for Services system and ImageRight  Work with IT and other offices to ensure efficiency of this system  
  • Participate in AutoCert Administrator conference calls.  Plan, organize, and execute directives resulting from AutoCert Administrator calls, including testing the system as needed and providing feedback both inside and outside of the unit as needed. Manage records retention
  • Master all aspects of the third-party Motor Vehicle Record (MVR) system. Order and distribute MVR records in accordance with Lockton policies, as well as legal and vendor contract requirements 
  • Understand and maintain dead files. Work with Legal department to retrieve needed information from archived records
  • Assist with monitoring and assigning workload to ensure deadlines are met 
  • Participate in the interviewing and hiring process of new unit associates
  • Assist with training new associates in the unit 
  • Provide Commercial Insurance Department Account Administrators with training on the AutoCert system as well as AOS workflows
  • Provide ongoing training for existing staff with respect to system updates and/or workflow changes, as needed
  • Provide ongoing feedback about unit associates’ performance and may contribute to Associate’s annual performance reviews. Develop and mentor associates in the unit
  • Assist with creating and maintaining an effective team environment and serve as a focal point to communicate and resolve issues with other teams. Assess and evaluate issues from various perspectives
  • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
  • Communicate in a positive manner to contribute to a cohesive, pleasant work environment 
  • Protect the confidentiality of information learned by performing the duties of the position
  • Comply with Lockton procedures and policies
  • Responsible for regular and punctual attendance

Non-Essential Duties: 

  • Attend company, department, and staffing meetings as required
  • Attention position-related seminars/classes as required
  • Perform other work-related duties as assigned





Qualifications:

  • Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required
  • Two plus years of Account Team Insurance experience or equivalent certifications. Solid understanding of Insurance Service Cycle
  • Previous supervisory experience preferred; experience in a corporate environment desired
  • Proficiency in the use of Microsoft Word and Excel required
  • 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
  • Strong attention to detail required
  • Legally able to work in the United States


Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.


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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