- Services designated book of business as relating to marketing, claims, and administration
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
- Ensure accuracy of exposure information from the Client, including reviewing loss-run schedules and client stratifications
- Requests and collects quotes (new and renewal) from carriers
- Audits quotes, binders, and endorsements and makes requests for changes as needed
- Process audits and creates audit analysis for Client
- Receives policy, then updates and completes policy check to ensure completeness
- Updates specifications, application, and summary information to reflect changes during the year
- Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
- Binds coverage under direction of the Unit Manager / Account Executive
- Informs Client of all changes that may affect insurance premiums or coverage
- Gathers and compiles information for new business opportunities
- Inputs client information into the data management system, ensuring accuracy and completeness
- Generates materials for Client presentations and meetings
- Creates and sends compliance communications as needed
- Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
- Performs other work-related duties as needed
- Bachelor’s Degree in Business Administration or related field and / or years of experience equivalent
- Typically, two or more years of Client services experience is required
- Demonstrates strong working knowledge and experience within brokerage / commercial insurance industry
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong attention to detail required
- Ability to attend industry training sessions as needed
- Understands industry trends and governmental regulations
- Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
- Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.
- Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
- Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
- Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed
- Legally able to work in the United States
Account Manager- Risk Practices
Binds coverage under direction of the Unit Manager/Account Executive. Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier. Engages with Producer and Accounting Department to appropriately determin...
Senior Enterprise Risk Management Analyst
Puget Sound Energy's Enterprise Risk Management (ERM) Department is looking for a Senior Enterprise Risk Management Analyst to join our team. This position supports the ERM Program Manager and Chief Risk Officer by engaging collaboratively with the business and functions to understand the company's ...
Senior Analyst Governance Risk Compliance
A company is looking for a Senior Analyst, Governance, Risk and Compliance. ...
Director of Capital and Risk Management Strategy- Insurance
Under the direction of the Porch Group Chief Financial Officer and Porch Group SVP of Finance the Director of Capital and Risk Management Strategy will be responsible creating and executing HOA's capital and risk management strategy. The Director of Capital and Risk Management Strategy is respon...
IT Risk and Compliance Analyst
We are seeking an experienced IT Risk and Compliance Analyst to join our team. Develop, support, and maintain an IT risk management framework, including policies, procedures, and control mechanisms, to identify, assess, mitigate, and monitor IT risks across the organization. Design, build, and maint...
IT Risk & Compliance Analyst
We are seeking an experienced IT Risk and Compliance Analyst to join our Bank's team. Develop, support, and maintain an IT risk management framework, including policies, procedures, and control mechanisms, to identify, assess, mitigate, and monitor IT risks across the organization. Design, build, an...
Operations Manager
Wylander Solutions, a recruiting company specializing in the disaster restoration industry, is hiring an Operations Manager for a Restoration Company located in Renton, Washington. Operations Manager Compensation and Benefits:. They are seeking an experienced and dynamic Operations Manager to join t...
Trade Compliance Manager
Serve as the key compliance contact for government audits and inquiries related to export activities; lead responses to governmental inquiries and investigations concerning compliance matters. They will be responsible for providing strategic leadership in navigating the complexities of exporting wit...
Community Project Manager
Community Programs Project Manager. The ideal candidate will have a blend of project management experience,. Excellent organizational and project management skills, with experience working in. ...
Compliance & Quality Manager
The Compliance & Quality Manager is responsible for shaping and leading the organization’s compliance and quality assurance functions. This position develops, maintains, and administers GIA’s compliance policy framework for current business activity and future development, ensuring t...