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Certificate Specialist

Learn more about Lockton
Lockton

Lockton

Certificate Specialist

Houston, TX
Full Time
Paid
  • Responsibilities

    Lockton is currently seeking a detail-oriented service professional who is motivated by a team that supports a collaborative, agile work environment. The CERTIFICATE SPECIALIST will provide administrative support essential for the success of servicing our commercial client accounts. This is an entry level role ideal for candidates interested in pursuing a career in the insurance industry. You will be provided hands-on training and learning experiences, preparing you for long-term success within Lockton. If you thrive in position that allows you to utilize your effective communication and organizational skills to make a positive impact, Apply Today!

    PRIMARY JOB FUNCTIONS INCLUDE:

    • Complete, review and issue certificates of insurance, as requested by account team(s)

    • Import certificates into system and record new client information

    • Make necessary modifications to account(s) to properly reflect current and accurate data

    • Prepare auto identification cards for the respective account team

    • Fulfill daily certificate requests for each client by following Lockton's quality procedures to ensure compliance

    • Obtain flood determinations, as needed, by unit for insured locations

    • Prepare correspondence and/or make calls to account team, certificate holders or clients in a timely and professional manner

    • Utilize technical resources to manage and retain all correspondence

    • Protect the confidentiality of position, company, and client information

    • Assist with other technical and clerical duties, as requested by leadership

    THE MOST QUALIFIED CANDIDATE WILL POSSESS THE FOLLOWING:

    • Associates and/or bachelor's degree in Business or a related field (preferred)

    • Minimum of two (2) years of prior service industry experience (customer service, banking, clerical/administrative roles)

    • Working knowledge of Microsoft office products

    • Professional written and verbal communication skills, with the ability to communicate to all level of Associates and/or Clients

    • Ability to effectively manage multiple tasks and work in a deadline driven environment

    • Strong attention to detail and accuracy

    • Have a passion for providing the highest level of service to clients and fellow associates

    • Interest in professional growth and developing a long-term career at Lockton

  • Industry
    Risk Management
  • About Us

    Lockton is the world's largest privately owned, independent insurance broker and consultant. As a global professional services firm, we specialize in risk management, employee benefits and retirement services. During the past 50- plus years, Lockton has built its reputation and culture by providing excellent service to our three key stakeholders: clients, Associates and communities.