Account Specialist

Your Responsibilities

• Delivers transactional excellence and provides outstanding customer service in support of the broader client team
• Conveys standards of excellence in line with Lockton’s operating procedures by adhering to standardized policies, processes, and systems
• Assists in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each client
• Fulfills daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance
• Obtains flood determinations as needed for insured locations
• Delivers workers’ compensation posting notices, as directed by the team, to ensure compliance with states’ rules and regulations
• Prepares written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner
• Makes a positive contribution to client satisfaction and strives to improve service to the clients
• Communicates in a professional manner to contribute to a cohesive, pleasant work environment
• Protects the confidentiality of information learned by performing the duties of the position
• Handles special projects as assigned
• Actively participates in personal development and the pursuit of technical excellence through professional designations, industry workshops, and other opportunities

Qualifications

• Bachelor’s degree in business or related field or equivalent experience required
• Ability to represent Lockton with integrity and professionalism at all times
• Strong customer service, communication, and project management skills
• Exceptional attention to detail and accuracy of work product
• Organizational and time management skills to prioritize work and meet time-sensitive deadlines
• Ability to work both independently and in a team environment
• Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth
• Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education
• Comfortable working in Office Suite (Excel, Outlook, etc.)