Account Specialist - June 2027

Lockton Companies; Chicago (IL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Lockton Companies seeks an Account Specialist to support the centralized Account Specialist Unit during client renewals and onboarding. You will handle certificates of insurance, auto ID cards, and daily certificate requests while ensuring compliance and accuracy.

The role emphasizes dependable, detail-oriented work with a focus on building expertise within the unit for at least three years and delivering high-quality service to clients.

Qualifications

• Bachelor’s degree in business or related field.
• Ability to represent Lockton with integrity and professionalism.
• Strong customer service, written and verbal communication, data entry, and project coordination skills.
• Consistent attention to detail and a strong commitment to accurate data entry.
• Organizational and time management skills to prioritize work and meet deadlines.
• Ability to work independently and in a team environment.
• Interest in committing to the role for at least three years.

Responsibilities

• Assist in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each client.
• Fulfills daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance.
• Obtains flood determinations as needed for insured locations.
• Delivers workers’ compensation posting notices to ensure compliance with state rules and regulations.
• Prepares written correspondence and makes calls to certificate holders and clients as needed, in a timely professional manner.

Skills

Customer service

Written communication

Verbal communication

Data entry

Project coordination

Teamwork

Education

Bachelor’s degree in business or related field

Tools

Microsoft Office

Excel

Outlook

Job description

Chicago, Illinois, 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.

The Account Specialist (AS) operates within the centralized Account Specialist Unit of the Risk Solutions practice, assisting across various insurance verticals during client renewals and new business onboarding. This role is designed for a dependable professional who values stability, takes pride in accurate work, and wants to build deep expertise while contributing consistently to the Account Specialist Unit for at least three years.

Expected contributions

• Delivers transactional excellence and provides outstanding customer service in support of the broader client team
• Conveys standards of excellence in line with Lockton’s operating procedures by adhering to standardized policies, processes, and systems
• Assists in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each client
• Fulfills daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance
• Obtains flood determinations as needed for insured locations
• Delivers workers’ compensation posting notices, as directed by the team, to ensure compliance with states’ rules and regulations
• Prepares written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner
• Makes a positive contribution to client satisfaction and strives to improve service to the clients
• Communicates in a professional manner to contribute to a cohesive, pleasant work environment
• Protects the confidentiality of information learned by performing the duties of the position
• Coordinates and completes assigned projects by organizing information, tracking deadlines, communicating status, and following through on deliverables

Strengths of a successful Account Specialist

• Builds practical insurance knowledge through training, coaching, and experience in the role
• A dependable, service-oriented approach and interest in building sustained expertise in the Account Specialist role and beyond within the company
• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• A strong team player, assisting others within the unit during busy renewal cycles and high-volume periods.
• An ability to manage recurring, detail-intensive work and changing priorities while consistently meeting deadlines and quality standards

Rewards of being an Account Specialist at Lockton

• A stable role with the opportunity to become a trusted, experienced resource for clients and account teams
• A robust training program for all learning styles to position the AS for success
• Ongoing one‑on‑one meetings with management focused on performance, support, and role mastery
• A balance of individual and collaborative work within a team environment
• Contributing to meaningful work valued by our clients and account teams
• Opportunities to build strong working relationships with clients, account teams, and colleagues across the company
• Opportunities to participate in social activities and community giving events
• Hybrid work environment

Compensation and Benefits

Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.

Check out Lockton Benefits Offerings Here

Qualifications

• Bachelor’s degree in business or a related field, or equivalent relevant experience
• Ability to represent Lockton with integrity and professionalism at all times
• Strong customer service, written and verbal communication, data entry, and project coordination skills
• Consistent attention to detail and a strong commitment to accurate data entry and work product
• Organizational and time management skills to prioritize work and meet time-sensitive deadlines
• Ability to work both independently and in a team environment
• Interest in committing to the role for at least three years and becoming a reliable, knowledgeable resource for clients and internal teams
• Willingness to learn the insurance knowledge, procedures, and systems needed to perform the role effectively
• Comfortable working in Microsoft Office, including Excel and Outlook, and learning standardized systems and workflows

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.