- Work in conjunction with Account Executives and / or Producers to manage an assigned book of business
- Responsible for coordination and execution of administrative and service functions for assigned accounts
- Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
- Gather and compile exposure information, including loss-run schedules and stratifications
- Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
- Request and collect new and renewal quotes from carriers
- Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
- Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
- Bind coverage under the direction of the Unit Manager and / or Account Executive
- Generate marketing and informational material for client presentations and meetings
- Create and send compliance communications, as needed
- Assist with the issuance and processing of client invoicing and bill discrepancies.
- Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and / or Lockton
- Provide oversight on the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.
- Lend support to the team with contract reviews
- Strong and positive team-oriented approach including training and mentorship
- Additional tasks, as requested by leadership
- Bachelor’s Degree in Insurance and Risk Management, Business Administration, or related field (preferred)
- Minimum of three years of related commercial, underwriting, or risk management experience
- Prior real estate brokerage and / or client services experience required
- Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)
- Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates / clients
- Strong organizational and time-management skills with the ability to work within high-pressure time constraints
- Excellent multi-tasking skills with the ability to effectively and efficiently handle all aspects of the client account
- Effective critical thinker with the ability to resolve complex client service issues
- Technical aptitude with the ability to learn systems and processes quickly
- Willingness to travel and work outside of normal business hours, as needed
- Legally able to work in the United States
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