What are the responsibilities and job description for the Account Specialist 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 Specialist (AS) operates within the centralized Account Specialist Unit of the Risk Solutions practice, assisting across various insurance verticals during client renewals and new business onboarding. During their tenure in the Account Specialist Unit, individuals will receive essential technical and practical training to foster their growth toward a successful and long-term career with the Lockton Midwest Series.
- Delivers transactional excellence and provides outstanding customer service in support of the broader client team
- Conveys standards of excellence in line with Lockton’s operating procedures by adhering to standardized policies, processes, and systems
- Assists in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each client
- Fulfills daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance
- Obtains flood determinations as needed for insured locations
- Delivers workers’ compensation posting notices, as directed by the team, to ensure compliance with states’ rules and regulations
- Prepares written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner
- Makes a positive contribution to client satisfaction and strives to improve service to the clients
- Communicates in a professional manner to contribute to a cohesive, pleasant work environment
- Protects the confidentiality of information learned by performing the duties of the position
- Handles special projects as assigned
- Actively participates in personal development and the pursuit of technical excellence through professional designations, industry workshops, and other opportunities
- An eagerness and enthusiasm to learn the insurance industry and grow within the company
- Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
- A strong team player, assisting others within the unit during busy renewal cycles and high-volume periods.
- An ability to excel in a dynamic environment, optimize productivity, and meet deadlines without compromising quality of work
- Direct exposure to a career path that offers growth opportunities
- A robust training program for all learning styles to position the AS for success
- Ongoing one-on-one development meetings with management including meaningful feedback on strengths and development areas
- A balance of individual and collaborative work within a team environment
- Contributing to meaningful work valued by our clients and account teams
- Networking opportunities at all levels of the company
- Opportunities to participate in social activities and community giving events
- Hybrid work environment
Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Check out Lockton Benefits Offerings Here
- Bachelor’s degree in business or related field or equivalent experience required
- 1-2 years of insurance industry knowledge required, with a strong understanding of certificate of insurance handling
- Ability to represent Lockton with integrity and professionalism at all times
- Strong customer service, communication, and project management skills
- Exceptional attention to detail and accuracy of work product
- Organizational and time management skills to prioritize work and meet time-sensitive deadlines
- Ability to work both independently and in a team environment
- Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth
- Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education
- Comfortable working in Office Suite (Excel, Outlook, etc.)
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.
Salary : $52,000 - $58,000
