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Your Responsibilities
• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
• Responsible for coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
• Gather and compile exposure information, including loss-run schedules and stratifications
• Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
• Bind coverage under the direction of the Unit Manager and/or Account Executive
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist with the issuance and processing of client invoicing and bill discrepancies.
• Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton
• Provide oversight on the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.
• Lend support to the team with contract reviews
• Strong and positive team-oriented approach including training and mentorship
• Additional tasks, as requested by leadership
Qualifications
• Bachelor’s Degree in Insurance and Risk Management, Business Administration, or related field (preferred)
• Minimum of three (3) years of related commercial, underwriting, or risk management experience
• Prior real estate brokerage and/or client services experience required
• Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)
• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients
• Strong organizational and time-management skills with the ability to work within high-pressure time constraints
• Excellent multi-tasking skills with the ability to effectively and efficiently handle all aspects of the client account
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Willingness to travel and work outside of normal business hours, as needed
• Legally able to work in the United States
