Account Analyst - PS

Lockton Companies; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Lockton Companies in Atlanta, GA seeks a Client Services professional to handle routine inquiries, document communications, and assist with policy review. You will prepare correspondence and coordinate with underwriters to ensure accurate coverage and timely responses.

The role supports renewal processes, client communications, and data management, while keeping abreast of industry trends and regulatory changes. Excellent communication and organization are essential for success in this team.

Qualifications

• Bachelor’s degree in business administration or related field is required or equivalent experience.
• Up to three years of client services experience is required.
• Strong knowledge of Microsoft Office Suite.

Responsibilities

• Responds to routine client inquiries and maintains documentation of communications.
• Prepares written correspondence and coordinates with underwriters as requested.
• Reviews policies for accuracy and completes forms.
• Assists in renewal process by gathering enrollment and benefit reports.
• Supports client communications such as newsletters and presentations.
• Gathers client details for renewals and assists with financial reporting.
• Updates data management systems and maintains client records.
• Researches industry trends and regulatory developments.

Skills

MS Office proficiency

Strong verbal & interpersonal comms

Education

Bachelor’s Degree in Business Admin or related field

Up to three years of Client services experience

Tools

Microsoft Office Suite

Job description

Atlanta, Georgia, 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.

• 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

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.

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.