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.
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 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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