What are the responsibilities and job description for the Account Administrator position at Lockton, Inc.?
Job Summary : Description :
- Receives and responds to routine Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
- Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
- Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
- Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
- Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
- Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
- Assists with financial reporting for renewals by gathering and compiling Client details
- Executes any requested changes on policies
- Periodically assists in loss-run requests
- Extends expiring binders as requested by senior staff
- Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
- Assistants in the upkeep of carrier product information
- Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
- Maintains and keeps records of Clients
- Compiles preliminary numbers for promulgating experience modification, and orders worksheets
- Issues and processes Client invoicing
- Assist is the research of invoice and billing errors
- Acquires an understanding of insurance brokerage business and account servicing processes
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Requirements : Qualifications :
