Position responsibilities

• Provide guidance to account teams as needed, including matters relating to cash on account, aged receivables, carrier payment processing, and general account reconciliation

• Manage/process all emails received in Mountain West non-Bulk Bill accounting box

• Provide technical and procedural instruction to new Account Administrators on Nexsure - Accounting View

• Communicate issues to Leadership, Account Teams, KC accounting team, and Carriers and facilitate quick resolution

• Maintain adequate comments and ensure proper follow-up for completion of surplus lines backlog report to avoid aging items.

• Develop ad-hoc (cube) revenue reports to meet specific business requirements

• Manage Mountain West Series write off report and processing

• Generate internal fee allocation transactions (invoicing)

• Facilitate monthly vendor payment processing for Lexis Nexis, Capgemini, NCCI, Resource Pro, Yardi, and Costar

• Create invoices for Fiserv and upload to client's payment management system (Ariba)

• Create, manage, process and follow-up on monthly reports for aged receivables, commission deletions, department service revenue, Seattle production, producers aged receivables, and reverse/rebills

• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines

• Facilitate monthly vendor payment processing

• Advocate and support best practices based on understanding of client/team needs

• Attend position related classes/seminars as required

• Demonstrate Lockton culture with new associates

• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer

• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information

• Perform other work-related duties as assigned

Position qualifications

• GED/High School Diploma required. Bachelor's degree or equivalent work experience preferred

• General understanding of commercial property and casualty coverages, and carrier accounting preferred

• Company or agency experience in commercial insurance services desired

• Must be able to work independently, efficiently, and effectively with limited supervision

• Proven ability to analyze work, identify problems (e.g., errors, inconsistencies), proactively take appropriate action, and follow through to ensure resolution

• 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) required.

• High aptitude for accuracy in mathematical calculations

• Strong attention to detail, analytical and critical thinking skills, and strong documentation skills required

• Must be approachable and have demonstrated leadership abilities

• 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 workload and meet time sensitive deadlines. Must be able to work under pressure and time constraints. Must be results-oriented with the ability to change priorities as needed.

• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information

• Work outside of regular business hours as needed

• Legally able to work in the United States

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.