Lockton
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.
Expected contributions
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
Strengths of a successful Account Specialist
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
Rewards of being an Account Specialist at Lockton
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
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 productOrganizational 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.)
Additional Information
Maximum Salary : US Dollar (USD) 58,000
Minimum Salary: US Dollar (USD) 52,000
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Expected contributions
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
Strengths of a successful Account Specialist
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
Rewards of being an Account Specialist at Lockton
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
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 productOrganizational 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.)
Additional Information
Maximum Salary : US Dollar (USD) 58,000
Minimum Salary: US Dollar (USD) 52,000
#J-18808-Ljbffr