Lockton
and the job listing Expires on January 28, 2026
Account Analyst – Atlanta, Charlotte, Pembroke Pines, Tampa
Description – External
Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff Assists with financial reporting for renewals by gathering and compiling Client details Executes any requested changes on policies Periodically assists in loss-run requests Extends expiring binders as requested by senior staff Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed Assistants in the upkeep of carrier product information Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures Maintains and keeps records of Clients Compiles preliminary numbers for promulgating experience modification, and orders worksheets Issues and processes Client invoicing Assist is the research of invoice and billing errors Acquires an understanding of insurance brokerage business and account servicing processes Researches industry trends and governmental regulations Performs other responsibilities and duties as needed Qualifications – External
0-1 years experience client service or customer service Bachelor’s degree in a business-related program or equivalent education and/or experience in the insurance industry Builds basic knowledge of property and casualty coverages Builds basic awareness of insurance funding mechanisms and the structures available for clients Ability to compile and analyze financial information Proficiency in the use of Microsoft Word, Excel, and PowerPoint.
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Description – External
Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff Assists with financial reporting for renewals by gathering and compiling Client details Executes any requested changes on policies Periodically assists in loss-run requests Extends expiring binders as requested by senior staff Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed Assistants in the upkeep of carrier product information Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures Maintains and keeps records of Clients Compiles preliminary numbers for promulgating experience modification, and orders worksheets Issues and processes Client invoicing Assist is the research of invoice and billing errors Acquires an understanding of insurance brokerage business and account servicing processes Researches industry trends and governmental regulations Performs other responsibilities and duties as needed Qualifications – External
0-1 years experience client service or customer service Bachelor’s degree in a business-related program or equivalent education and/or experience in the insurance industry Builds basic knowledge of property and casualty coverages Builds basic awareness of insurance funding mechanisms and the structures available for clients Ability to compile and analyze financial information Proficiency in the use of Microsoft Word, Excel, and PowerPoint.
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