Job Description

 ROLE RESPONSIBILITIES

1. Services designated book of business as relating to marketing, claims, and administration
2. Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
3. Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
4. Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
5. Requests and collects quotes (new and renewal) from carriers
6. Audits quotes, binders, and endorsements and makes requests for changes as needed
7. Processes audits and creates audit analysis for Client
8. Receives policy, then updates and completes policy check to ensure completeness
9. Updates specifications, application, and summary information to reflect changes during the year
10. Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
11. Binds coverage under direction of the Unit Manager/Account Executive
12. Informs Client of any and all changes that may affect insurance premiums or coverage
13. Gathers and compiles information for new business opportunities
14. Inputs Client information into data management system, ensuring accuracy and completeness
15. Generates materials for Client presentations and meetings
16. Creates and sends compliance communications as needed
17. Issues and processes Client invoicing
18. Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
19. Researches industry trends and governmental regulations
20. Performs other responsibilities and duties as needed

COMPETENCIES

• Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients
• Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
• Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
• Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed
• Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in  functional area

QUALIFICATIONS

• Bachelor’s Degree in Business Administration or related field  and/or years of experience equivalent
• Typically three to seven years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States

Company Description

More than 7,000 professionals at Lockton provide 50,000 clients around the world with risk management, insurance, and employee benefits consulting services that improve their businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held, independent insurance broker in the world and 9th largest overall. For eight consecutive years, Business Insurance has recognized Lockton as a "Best Place to Work in Insurance."​