What are the responsibilities and job description for the Account Administrator- Internal Ops Floater position at Lockton Companies Social Sourcing?
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
• Create and maintain Client Claims Manual
• Manage and file all client/ carrier/ internal correspondence and review/decide appropriate action at the direction of the Account team
• Manage renewal timeline as directed by account team
• Requests renewal applications and additional information needed of current carriers on client account for upcoming renewal term
• Gather and review renewal information from client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage policy delivery to Client
• Review, file, and process all client specific new mail and determine if/what action is needed
• Track/reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
• Check audits for accuracy, process, and send instructions for invoicing. Confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Order experience modification worksheets from appropriate rating bureaus
• Manage client/account team/carrier/internal Lockton team associates’ expectations regarding workflows, special projects
• Ensure appropriate information is provided for completion of policy checks for policy checking team
• Review loss runs and assist with preparation of loss summaries
• Ensure accuracy of all data regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Update/maintain Certificate Issuing Guidelines (CIG) to ensure accuracy of Certificates
• Work with client to ensure updated exposure data and carrier applications are completed timely for renewal / new lines of business
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops, and carrier functions, when requested
• Perform other work-related duties as assigned
• 1-2 years of experience in the insurance industry
• General understanding of basic commercial property and casualty coverages required
• Company or agency experience in commercial insurance services required
• 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)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail required
• 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 heavy workloads to meet time-sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Ability to travel by automobile and aircraft and be away from home more than one day and night
• Legally able to work in the United States
This position may be eligible for annual discretionary bonus consideration.
This job description is intended to indicate the general nature and level of work performed by Associates in the role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this role.
