Associate Lender Review Analyst

Lockton; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Lockton in Houston, TX, seeks an organized insurance operations professional to manage renewal transactions, certificate reviews, and lender relationships. You will be the primary contact for lending clients, ensuring information is complete and accurate.

You will coordinate with lenders and brokers, maintain the project board, prepare files, and generate weekly/monthly leadership reports. A high school diploma with insurance experience is expected, with occasional travel and outside-hours work

Qualifications

• High school diploma (or GED) required.
• One (1) year of insurance experience. May consider a college degree or some college hours in lieu of insurance experience.
• Adept in the Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
• Strong attention to detail.
• High aptitude for accuracy in mathematical calculations.
• Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines.
• Strong verbal, written and interpersonal communication skills.
• Self-initiation, desire and willingness to further insurance knowledge and keep current on trends impacting the industry.
• Ability to travel and work outside of normal hours due to business demands.
• Legally authorized to work in the United States.

Responsibilities

• Manages renewal transactions, certificate reviews, and lender relationships.
• First point of contact for lending clients.
• Reviews initial information provided by clients to ensure completion and accuracy.
• Manages project board pipeline.
• Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
• Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
• Coordinates with internal resources and research topics as needed.
• Tracks and provide weekly/monthly reporting to leadership.
• Attends and occasionally lead department meetings.
• Prepares invoices for lenders based upon fee agreements and follow up for payments.
• Make a positive contribution to customer satisfaction and strive to improve client service experience.
• Other additional responsibilities as assigned.

Skills

Attention to detail

Time management

Communication

Organizational skills

Self-motivation

Travel flexibility

Education

High school diploma or GED

Tools

Microsoft Office Suite

Job description

• Manages renewal transactions, certificate reviews, and lender relationships.
• First point of contact for all lending clients.
• Reviews initial information provided by clients to ensure completion and accuracy.
• Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
• Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
• Coordinates with internal resources and research topics as needed.
• Tracks and provide weekly/monthly reporting to leadership.
• Attends and occasionally lead department meetings.
• Prepares invoices for lenders based upon fee agreements and follow up for payments.
• Make a positive contribution to customer satisfaction and strive to improve client service experience.
• Other additional responsibilities as assigned.

Your Responsibilities

• Manages renewal transactions, certificate reviews, and lender relationships.
• First point of contact for all lending clients.
• Reviews initial information provided by clients to ensure completion and accuracy.
• Manages project board pipeline.
• Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
• Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
• Coordinates with internal resources and research topics as needed.
• Tracks and provide weekly/monthly reporting to leadership.
• Attends and occasionally lead department meetings.
• Prepares invoices for lenders based upon fee agreements and follow up for payments.
• Make a positive contribution to customer satisfaction and strive to improve client service experience.
• Other additional responsibilities as assigned.

Qualifications

• High school diploma (or GED) required.
• One (1) year of insurance experience. May consider a college degree or some college hours in lieu of insurance experience.
• Adept in the Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
• Strong attention to detail.
• High aptitude for accuracy in mathematical calculations.
• Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines.
• Strong verbal, written and interpersonal communication skills.
• Self-initiation, desire and willingness to further insurance knowledge and keep current on trends impacting the industry.
• Ability to travel and work outside of normal hours due to business demands.
• Legally authorized to work in the United States.