Account Analyst - PS

Lockton; Tampa (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Lockton in Tampa, FL is seeking a Client Services professional to respond to inquiries, maintain documentation, and support policy administration in collaboration with senior staff. You will prepare correspondence, assist in renewals, process invoicing, and help with data management while upholding confidentiality and regulatory requirements.

This role requires strong communication, proficiency with Microsoft Office, and flexibility to travel as needed.

Qualifications

• Bachelor's degree or equivalent experience.
• Up to three years of client services experience preferred.
• Strong MS Office skills (Word, Outlook, Excel, PowerPoint).
• Excellent verbal and interpersonal communication abilities.
• Understanding of industry trends and regulations.

Responsibilities

• Respond to routine client inquiries and document communications and resolutions.
• Prepare written correspondence and contact underwriters as requested by senior staff.
• Review and process policies and endorsements for accuracy.
• Assist in renewal processes by gathering enrollment and benefit data.
• Generate client invoicing and assist in billing accuracy.
• Enter data into management systems and maintain client records.
• Contribute to loss runs and renewal reporting as needed.
• Support in disseminating client communications and training materials.

Skills

Verbal communication

Interpersonal skills

Time management

Data security/compliance

Adaptability

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 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.