Commercial Insurance Accounts Specialist

Lockton Companies; Tampa (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Lockton Companies in Tampa, FL, is seeking a client services professional to support our insurance brokerage team. You will respond to routine inquiries, prepare communications, and assist with policy reviews and renewals.

The role emphasizes accuracy, confidentiality, and timely client service. You should have a bachelor’s degree or equivalent experience, up to three years in client services, and strong MS Office skills.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Up to three years in client services is needed.
• Strong MS Office skills and communication abilities required.
• Knowledge of industry regulations helpful.

Responsibilities

• Receives and responds to routine client inquiries and documents communications.
• Prepares correspondences and contacts underwriters as requested.
• Reviews policies for accuracy and assists in renewals.
• Assists with enrollment reports and client communications.
• Maintains client records and processes invoicing.

Skills

Bachelor’s Degree in Business Admin

Client services experience

Microsoft Office Suite

Verbal & interpersonal communication

Industry regulations awareness

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

Job description

Lockton Companies in Tampa, FL, is seeking a client services professional to support our insurance brokerage team. You will respond to routine inquiries, prepare communications, and assist with policy reviews and renewals.

The role emphasizes accuracy, confidentiality, and timely client service. You should have a bachelor’s degree or equivalent experience, up to three years in client services, and strong MS Office skills.