Account Analyst

Lockton; Florida; On-site; USD 42,000 - 66,000; Full time

Job summary

Lockton in Florida is seeking a Client Services Associate to handle routine inquiries, document communications, and support policy processing. The role supports renewals, billing, and reporting while coordinating with underwriters and senior staff to ensure accuracy and client satisfaction.

The ideal candidate will have a Bachelor's degree and up to three years of client services experience, with strong MS Office and communication skills, and a commitment to confidentiality and reliability.

Qualifications

• Bachelor's Degree in Business Administration or related field or equivalent experience.
• Up to three years of Client services experience required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Ability to attend continuing education and industry training sessions.
• Ability to comply with policies and protect confidentiality of client information.
• Ability to organize work and meet deadlines.
• Legally able to work in the United States.

Responsibilities

• Responds to routine client inquiries and documents communications.
• Prepares correspondence and calls underwriters as directed by senior staff.
• Reviews policies and endorsements for accuracy of coverage and forms.
• Assists renewal processes by gathering enrollment and report data.
• Supports client communications and prepares employee bulletins as needed.
• Maintains client records and assists with invoicing and billing research.

Skills

Client services experience

MS Office proficiency

Strong communication skills

Travel ability

Education

Bachelor's Degree in Business Administration or related field

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 neededAbility 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

AI Proficiency Required: Intermediate: candidates should be able to:

• Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
• Validate AI-generated outputs for accuracy and appropriateness.
• Apply sound judgment regarding data privacy, security, and regulatory requirements.
• Identify opportunities to improve team effectiveness through responsible use of AI.