Lockton is currently seeking a high energy team player who thrives in a client focused environment, supported by leaders who are invested in Associate professional development. The ACCOUNT SERVICES ADMINISTRATOR is an ideal entry-level position for candidates seeking an opportunity to build a foundational knowledge within the insurance industry. Lockton provides comprehensive training for new hires and offers a defined career path for Associates interested in future growth opportunities.

PRIMARY RESPONSIBILITIES INCLUDE BUT NOT LIMITED TO:

• Effectively service Surety client accounts through active communication with internal and external teams with support from senior level staff

• Maintain documentation of Client communications, existing issues, and provide effective resolution

• Review and process policies and endorsements with a focus on accuracy of coverage, policy, content, and form completion

• Evaluate proposal policies to ensure outlined criteria and standards are met

• Assist in the renewal process by requesting and gathering required documentation

• Execute requested policy changes

• Perform data review and auditing for accuracy, completeness, and conformity to established procedures

• Issue and process client invoicing, including research of billing errors

• Perform other responsibilities and duties as requested by leadership

THE MOST QUALIFIED CANDIDATE WILL POSSESS THE FOLLOWING:

• Bachelor's degree or equivalent work experience (preferred)

• Prior or current experience in the banking industry and/or medical office background (preferred)

• Foundational knowledge of policy language and basic coverages is helpful

• Working knowledge of Microsoft Office Suite (Outlook, Excel, and PowerPoint)

• Professional verbal and written communication skills with the ability to communicate at all levels of Associates/Clients

• Excellent customer service skills (prior experience in a servicing and/or support role preferred)

• Strong organizational skills, including time management and ability to prioritize responsibilities

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

• Ability to work a hybrid schedule, including up to 3 days in-office (Houston location)

• 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.