Account Analyst - Benefits

Lockton; Birmingham (AL); On-site; USD 42,000 - 62,000; Full time

Job summary

Lockton is seeking a detail-oriented Client Services Associate to support routine client inquiries, document communications, and assist with policy processing and renewals. You will collaborate with senior staff, prepare correspondence, and help maintain carrier product information.

Your role includes data entry, invoicing support, and basic financial reporting for renewals, with opportunities to learn industry trends and regulatory requirements. This position is office-based in Birmingham, AL.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Up to three years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite.
• Strong verbal and interpersonal communication skills.
• Understands industry trends and governmental regulations.
• Ability to attend continuing education requirements.

Responsibilities

• Handle routine client inquiries and document communications; refer complex issues to senior staff.
• Prepare correspondence and call underwriters as directed by senior staff.
• Review policies and endorsements for accuracy of coverage and form completion.
• Assist in renewal process by gathering enrollment, volume and benefit reports.
• Assist with renewal financial reporting by gathering client details.
• Execute policy changes as requested by senior staff.
• Assist with loss-run requests and extend expiring binders as needed.
• Research industry trends and governmental regulations as required.

Skills

Verbal and interpersonal communication

Time management

Confidentiality awareness

Microsoft Office proficiency

Education

Bachelor’s Degree in Business Administration or related field or equivalent experience

Tools

Microsoft Office Suite

Job 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

Your Responsibilities

• 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

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.