Insurance Account Analyst — Client Services & Data

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

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.