Account Administrator-Global Business

Lockton Companies; Kansas City (MO); On-site; USD 48,000 - 68,000; Full time

Job summary

Lockton invites a proactive Account Administrator to join our Kansas City team. You will support US clients of various sizes, collaborating with Global Business Leadership to deliver industry-leading service. The role requires energy, a positive attitude, and problem-solving skills.

As you engage with client data, you’ll help collect documentation, review plans with the client and carriers, and ensure accurate coverage details throughout the year.

Qualifications

• Bachelor’s degree or equivalent experience.
• 0–3 years of client services experience required.
• Microsoft Office proficiency: Word, Outlook, Excel, PowerPoint.
• Strong verbal and written communication skills.
• Ability to attend meetings and comply with policies.

Responsibilities

• Understand insurance brokerage business, client servicing processes, and Lockton capabilities through training and practice.
• Research insurance industry trends and regulations.
• Support Account Managers by initiating new client processes and collecting documentation.

Skills

Client services

Communication

Time management

Education

Bachelor's Degree in Business Administration or related field

Tools

Word

Outlook

Excel

PowerPoint

Job description

Kansas City, Missouri, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

At Lockton, we believe International business has enterprise value. This applies to not only U.S. Multinational business, but the important clients that are referred into the United States from our global offices and partners in 150 countries.

Lockton Global Solutions is re-imagining Reverse-flow business in the U.S. and giving it a new name, “Global Business”. We want to create an entirely new business that is growth focused and ready to unite Lockton Global to our best expertise and resources in the U.S.

Global Business is:

• Critical to maintaining strong, profitable relationships with all stakeholders in Lockton
• International
• Sets the standard for reciprocity and consistency in global service
• Creates growth opportunities as Lockton expands internationally
• Impacts multinational business at Lockton across all Series

The Account Administrator will work on US clients of all sizes. The ideal candidate will work closely with our Global Business Leadership team to help create the industry leading experience. The candidate will need to be one with high energy, a positive attitude, and the desire to solve complex problems.

Description:

• Acquires understanding of insurance brokerage business, account servicing processes, and broader Lockton capabilities through dedicated training programs and practical experience
• Researches and develops understanding of insurance industry trends and regulations
• Supports Account Managers and Account Executives by initiating new client process: collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
• Analyzes exposures and identifies risks, inconsistencies, and accuracy of reported client data
• Requests and collects quotes (new and renewal) from carriers
• Updates coverage specifications, applications, and summary information to reflect changes during the year
• Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
• Accountable for all post-bind execution: certificates, policy issuance, and premium payment
• Supports Account Managers and Account Executives in monitoring and managing daily service coordination and risk management needs of clients
• Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, supporting Account Managers and Account Executives with complex client and carrier inquiries.

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• 0-3 years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and written interpersonal communication skills required
• 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
• Effectively organize work and manage time in order to meet deadlines
• Willing to work outside of normal business hours if necessary
• Ability to meet or exceed client-sensitive deadlines
• Legally eligible to work in the United States

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.