What are the responsibilities and job description for the Account Administrator position at Lockton Companies Social Sourcing?
Position responsibilities
• Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
• 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 Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
• Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
• Gather and Review Renewal Information from Client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage Policy E-delivery to Client
• Review, file, and process all client specific new mail
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
• 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, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Manage client/account team/carrier/internal Lockton team associates’ expectations regarding workflows, special projects
• Ensure appropriate information provided for completion of policy checks for policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• 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
Position qualifications
• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty coverages preferred
• Company or agency experience in commercial insurance services desired
• Understanding of commercial rating concepts preferred
• 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
• Legally able to work in the United States
This position may be eligible for annual discretionary bonus consideration.
Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.
