Insurance Account Analyst: Client Services & Insights

Lockton Companies; Florida; On-site; USD 35,000 - 52,000; Full time

Job summary

Lockton Companies in Pembroke Pines, FL is seeking a detail-oriented Client Services Associate who can respond to routine client inquiries, maintain documentation, and support underwriters. The role emphasizes service excellence, problem solving, and accurate processing of policies.

You will collaborate with senior staff, assist with renewals, generate communications, and help with invoicing and data entry.

Qualifications

• Bachelor's degree in business or related field; equivalency considered.
• Up to three years of client services experience required.
• Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Willingness to attend company meetings and trainings as required.
• Legally able to work in the United States.

Responsibilities

• Receives and responds to routine client inquiries and documents communications.
• Prepares written correspondence and coordinates with underwriters as requested by senior staff.
• Reviews policies and endorsements for accuracy of coverage and form completion.
• Assists in renewal processes by gathering enrollment, volume, and benefit reports.
• Helps with financial reporting for renewals by compiling client details and data entry.
• Maintains and updates client records and invoicing.

Skills

Verbal communication

Interpersonal skills

AI proficiency

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies in Pembroke Pines, FL is seeking a detail-oriented Client Services Associate who can respond to routine client inquiries, maintain documentation, and support underwriters. The role emphasizes service excellence, problem solving, and accurate processing of policies.

You will collaborate with senior staff, assist with renewals, generate communications, and help with invoicing and data entry.