What are the responsibilities and job description for the Account Services Training Program position at Lockton, Inc.?
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
The Account Administrator Training Program (AA Training Program) is a structured, 6-month initiative aimed at equipping early career professionals with the skills, knowledge, and hands-on experience necessary to excel in their professional careers. This program is an opportunity to get your feet wet in the insurance brokerage industry while navigating a growth path that will kickstart your career.
During the program, you will collaborate with a team of other early career professionals while attending classes to learn about different types of insurance coverage and other foundational skills. This environment fosters networking, while also giving you the opportunity to challenge yourself and further develop your skillset.
The Account Administrator training program will hire for classes that begin in January and June of each year. All participants will be eligible to interview for an Account Administrator role upon successful completion of the program.
Responsibilities
- Participates in classroom learning as well as hands on practice.
- Attends classes in business skills, time management, project management, and Lockton systems as well as other business software.
- Learns the life cycle of an account and skills needed for the renewal process.
- Learns to review exposures, quotes, binders, policies, endorsements, and audits and make note of changes needed.
- Learns to analyze loss runs and complete loss summary.
- Receives policy, then learns to update and complete policy check in to ensure completeness.
- Updates exposures, application, and summary information to reflect changes during the year.
- Inputs Client information into data management system, ensuring accuracy and completeness.
- Performs other responsibilities and duties as needed.
What is Lockton?
Lockton is a global professional services firm with more than 8,000 Associates who advise clients on protecting their people, property, and reputations. Lockton has grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives.
A few reasons our associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- An emphasis on community involvement and giving back
- Frequent athletic and wellness events
- Incredibly generous rewards: US associates receive a Rolex for their 10-year anniversary!
- We are uncommonly and perpetually independent
- Bachelor's degree or equivalent work experience
- Strong knowledge of Microsoft Office Suite (Outlook and Excel)
- Strong verbal and interpersonal communication skills required
- 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 work outside of normal business hours as needed
- Legally able to work in the United States
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000 Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
