At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
West Series
$54,600-$57,750
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
- Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service.
- Create, modify, and ensure accuracy of Client Profile Information.
- Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed.
- Create and Maintain Client Claims Manual.
- Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action.
- Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met.
- Gather and Review Renewal Information from Client.
- Ensure proper filing of client/carrier correspondence within Document Management System.
- Manage Policy E-delivery to Client.
- Review, file, and process all client specific new mail.
- Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines.
- Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations.
- Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns.
- Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner.
- Provide premium breakdowns/premium summaries, as requested.
- Manage client/account team/carrier/internal Lockton team associates’ expectations regarding workflows, special projects.
- Ensure appropriate information provided for completion of policy checks for policy checking team.
- Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal.
- Ensure accuracy regarding client information in systems.
- Review incoming client certificate requests and provide instructions for processing.
- Work with client to ensure carrier applications are completed.
- Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer.
- Comply with Lockton's policies and procedures, including appropriate documentation.
- Attend education workshops, and carrier functions, when requested.
- Perform other work-related duties as assigned.
Qualifications
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent.
- General understanding of commercial property and casualty coverages preferred.
- Company or agency experience in commercial insurance services desired.
- Understanding of commercial rating concepts preferred.
- Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner.
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
- High aptitude for accuracy in mathematical calculations.
- Strong attention to detail required.
- Understands industry trends and governmental regulations.
- Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed.
- Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.
- Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
- Legally able to work in the United States.
This position may be eligible for annual discretionary bonus consideration.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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