What are the responsibilities and job description for the Account Services Training Program position at Lockton?
Your Responsibilities
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
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:
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.
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
