Senior Account Analyst - Commercial Construction Insurance

About the Position

0-1 years experience client service or customer service
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry

Your Responsibilities

• Learns the basic of program administration, pre and post renewal and ongoing.
• Builds skillset to support client facing activities in verbal communications and correspondence.
• Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
• Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events.
• Covers client invoicing including monitoring errors or "suspense" items and processes producer allocations as needed. Builds skillset to audit renewal invoices and confirm accuracy.
• Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
• Processes and issue binders, invoices, auto id cards, and claims instructions. Orders appropriate changes and corrections from completed policy review or policy endorsements.
• Completes the initial policy checks, policy files, client manuals and summaries.
• Onboards client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
• Covers gathering of reporting for renewal process or to support client questions.

Qualifications

• Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
• At least 3 years’ experience in the insurance industry, specifically in the employee benefits area is required.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
• Demonstrated presentation skills including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
• Ability to interact with vendors effectively.
• Good working knowledge of financial arrangements and products available to clients.

Lockton Benefits Offerings

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Workplace

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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.

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 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

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.

No Agencies Please

No Agencies Please

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