MISSION

The Account Analyst is a crucial contributor to the Commercial Insurance Department (CID). They ensure that the commercial insurance programs negotiated on behalf of our clients have been correctly and accurately placed, and that the exchange of premium dollars is managed properly. Their goal is to deliver a consistent, positive customer service experience. They coordinate with clients, markets, and internal teams, and are the first point of contact for client services issues, carrier queries, or billing concerns. Annually, they kick off the renewal cycle and proactively ensure all stakeholders are meeting the prescribed timeline. The Account Analyst is a foundational role where the Associate learns the fundamentals commercial insurance programs and client service. The Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.

JOB OUTCOMES

• 100% retention of assigned client relationships (i.e. not being removed from a client).
• Obtain performance pulse feedback of 3.0 or above for teamwork and productivity (indicating that team members consider associate work to be exceptional, and would choose to work with the associate on an ongoing basis).
• Support account manager and/or account executive in the execution of the pre-determined renewal and marketing strategy.
• Timely execution of post binding activities
• Accurate delivery of certificates of insurance and auto-id cards

JOB COMPETENCIES

MANAGING WORK

• Effectively managing one's time and resources to ensure that work is completed efficiently.
• Actions: Prioritizes, makes preparations, schedules, leverages resources, stays focused.

INITIATING ACTION

• Taking prompt action to accomplish work goals; taking action to achieve results beyond what is being required; being proactive.
• Actions: Responds quickly, takes independent action, and goes above and beyond.

WORK STANDARDS

• Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
• Actions: Sets standards for excellence, ensures high quality, takes responsibility, encourages others to take responsibility.

EARNING TRUST

• Gaining others' confidence by acting with integrity and following through on commitments while disclosing own positions; treating others and their ideas with respect and supporting them in the face of challenge.
• Actions: Acts with integrity, discloses own positions, remains open to ideas, and values others.

QUALITY ORIENTATION

• Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.
• Actions: Follows procedures, ensures high quality output, and takes action.

APPLIED LEARNING

• Assimilating and applying new job-related information in a timely manner.
• Actions: Actively participates in learning activities, quickly gains knowledge, understanding, or skill, applies knowledge or skill.

COLLABORATING

• Working cooperatively with others to help a team or work group achieve its goals.
• Actions: Contributes to goal accomplishment, asks for help and encourages involvement, informs others on team, models commitment

DECISION MAKING

• Identifying and understanding problems and opportunities by gathering, analyzing, and interpreting quantitative and qualitative information; choosing the best course of action by establishing clear decision criteria, generating and evaluating alternatives, and making timely decisions; taking action that is consistent with available facts and constraints and optimizes probable consequences.
• Actions: Identifies problems and opportunities, gathers information, interprets information, generates alternatives, evaluates alternatives and risks, chooses an effective option, commits to action, and considers others' perspectives.

BUILDING CUSTOMER LOYALTY

• Meeting and exceeding (internal or external) customer expectations while cultivating relationships that secure commitment and trust.
• Actions: Enhances the customer's self-esteem, clarifies the customer's situation, involves the customer, takes the "HEAT", meets or exceeds needs, and confirms satisfaction.

LEVERAGING FEEDBACK

• Taking full advantage of opportunities to receive and explore feedback about own performance (from assessments, managers, co-workers, internal/external partners, or customers); responding favorably to feedback and using it constructively to take action to improve knowledge, skills, behavior, and impact on others.
• Actions: Welcomes feedback, actively explores feedback, modifies behavior to improve impact

VALUE DIFFERENCES

• Working effectively with individuals of diverse cultures, interpersonal styles, abilities, motivations, or backgrounds; seeks out and uses unique abilities, insights, and ideas from diverse individuals.
• Actions: Seeks understanding, conveys respect, uses diversity as an advantage

CULTURAL COMPETENCIES

• WE LIVE SERVICE! Providing the best solutions for our clients is fundamental to our business. This client focus means we act with integrity and as a trusted advisor. We learn our clients' business and build partnerships. We always put our clients' interests first.
• WE RUN AT LOCKTON SPEED! We make decisions locally, with a sense of urgency. We are responsive to clients, our teams and our partners. Be quick, but don't hurry! This means get it done right the first time with efficiency, speed, and most importantly quality.
• WE MAKE IT HAPPEN! There is no bureaucracy. We are open to solving problems in new ways. We are free to do the work that we love, take risks, while making responsible professional decisions. We value independence, new ideas, and informed opinions.
• WE HAVE A PASSION FOR OUR WORK. We have high expectations for our self and others. We are intensely competitive, and aggressively pursue the best solutions. We are intentional in how we work, and use drive and grit and move through challenges. We thrive on difficult challenges.
• IT'S PERSONAL. Our relationships matter. We are in this together with our associates, clients, and communities. One team, where candid and straightforward interactions allow for proactive collaboration. We work through challenges, celebrate our successes, learn and grow.

KNOWLEDGE AND EXPERIENCE

• Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
• Ability to compile, analyze exposure and loss data to facilitate insurance marketing
• Full proficiency in the use of Microsoft Word, Excel, and PowerPoint.

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.