Lockton
Senior Account Analyst - Private Equity Insurance
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Senior Account Analyst - Private Equity Insurance
role at
Lockton
(posted 1 day ago).
Responsibilities
Receive and respond to routine client inquiries, maintaining documentation and referring complex inquiries to senior staff.
Prepare written correspondence and make telephone calls to underwriters as requested.
Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion.
Evaluate proposal policies against the checklist and notify senior staff of missing items or concerns.
Assist in the renewal process by requesting and gathering enrollment, volume, and benefit summary reports.
Produce employee communications such as newsletters, bulletins, and overhead presentations as requested.
Assist with financial reporting for renewals by gathering and compiling client details.
Execute requested changes on policies.
Assist periodically with loss‑run requests.
Extend expiring binders as requested.
Respond to and fulfill requirements generated by the Renewal Assistance Program and update the report when tasks are completed.
Assist in the upkeep of carrier product information.
Enter data into the data management system and audit for accuracy, completeness, and conformity to procedures.
Maintain and keep records of clients.
Compile preliminary numbers for promulgating experience modification and order worksheets.
Issue and process client invoicing.
Research invoice and billing errors.
Acquire an understanding of insurance brokerage business and account servicing processes.
Research industry trends and government regulations.
Perform other responsibilities and duties as needed.
Qualifications
0–1 year of client service or customer service experience.
Bachelor’s degree in a business‑related program or equivalent education and/or experience in the insurance industry.
Basic knowledge of property and casualty coverages.
Basic awareness of insurance funding mechanisms and structures available for clients.
Ability to compile and analyze financial information.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Finance and Auditing
Industry Insurance
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Senior Account Analyst - Private Equity Insurance
role at
Lockton
(posted 1 day ago).
Responsibilities
Receive and respond to routine client inquiries, maintaining documentation and referring complex inquiries to senior staff.
Prepare written correspondence and make telephone calls to underwriters as requested.
Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion.
Evaluate proposal policies against the checklist and notify senior staff of missing items or concerns.
Assist in the renewal process by requesting and gathering enrollment, volume, and benefit summary reports.
Produce employee communications such as newsletters, bulletins, and overhead presentations as requested.
Assist with financial reporting for renewals by gathering and compiling client details.
Execute requested changes on policies.
Assist periodically with loss‑run requests.
Extend expiring binders as requested.
Respond to and fulfill requirements generated by the Renewal Assistance Program and update the report when tasks are completed.
Assist in the upkeep of carrier product information.
Enter data into the data management system and audit for accuracy, completeness, and conformity to procedures.
Maintain and keep records of clients.
Compile preliminary numbers for promulgating experience modification and order worksheets.
Issue and process client invoicing.
Research invoice and billing errors.
Acquire an understanding of insurance brokerage business and account servicing processes.
Research industry trends and government regulations.
Perform other responsibilities and duties as needed.
Qualifications
0–1 year of client service or customer service experience.
Bachelor’s degree in a business‑related program or equivalent education and/or experience in the insurance industry.
Basic knowledge of property and casualty coverages.
Basic awareness of insurance funding mechanisms and structures available for clients.
Ability to compile and analyze financial information.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Finance and Auditing
Industry Insurance
#J-18808-Ljbffr