Account Administrator

Lockton; Missouri; On-site; USD 42,000 - 62,000; Full time

Job summary

Lockton in the United States seeks a Client Services professional to respond to routine inquiries, document communications, and refer complex issues to senior staff. You will prepare written correspondence and coordinate with underwriters as requested by senior staff.

The role also involves reviewing policies for accuracy, supporting renewal processes, producing employee communications, and helping with invoicing and data entry while maintaining client records and staying current with industry

Qualifications

• Bachelor’s degree or equivalent experience in business/related field.
• Up to three years of client services experience required.
• Strong knowledge of Microsoft Office and related tools.
• Excellent verbal and interpersonal communication skills.

Responsibilities

• Receives and responds to routine client inquiries and documents communications.
• Prepares written correspondence and coordinates with underwriters as requested.
• Reviews and processes policies for accuracy of coverage and forms.
• Assists in renewal processes and produces client communications.
• Maintains client records and supports data entry and invoicing.

Skills

Verbal communication

Interpersonal skills

Time management

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Description:

• 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:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Up to three years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States

Additional Information