What are the responsibilities and job description for the Account Administrator position at Lockton?
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
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.
