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
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
About Lockton Companies
Lockton is a global professional services firm with 7,500 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.
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!