Insurance Account Analyst | Client Services & Renewals

Lockton; Birmingham (AL); On-site; USD 42,000 - 62,000; Full time

Job summary

Lockton is seeking a detail-oriented Client Services Associate to support routine client inquiries, document communications, and assist with policy processing and renewals. You will collaborate with senior staff, prepare correspondence, and help maintain carrier product information.

Your role includes data entry, invoicing support, and basic financial reporting for renewals, with opportunities to learn industry trends and regulatory requirements. This position is office-based in Birmingham, AL.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Up to three years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite.
• Strong verbal and interpersonal communication skills.
• Understands industry trends and governmental regulations.
• Ability to attend continuing education requirements.

Responsibilities

• Handle routine client inquiries and document communications; refer complex issues to senior staff.
• Prepare correspondence and call underwriters as directed by senior staff.
• Review policies and endorsements for accuracy of coverage and form completion.
• Assist in renewal process by gathering enrollment, volume and benefit reports.
• Assist with renewal financial reporting by gathering client details.
• Execute policy changes as requested by senior staff.
• Assist with loss-run requests and extend expiring binders as needed.
• Research industry trends and governmental regulations as required.

Skills

Verbal and interpersonal communication

Time management

Confidentiality awareness

Microsoft Office proficiency

Education

Bachelor’s Degree in Business Administration or related field or equivalent experience

Tools

Microsoft Office Suite

Job description

Lockton is seeking a detail-oriented Client Services Associate to support routine client inquiries, document communications, and assist with policy processing and renewals. You will collaborate with senior staff, prepare correspondence, and help maintain carrier product information.

Your role includes data entry, invoicing support, and basic financial reporting for renewals, with opportunities to learn industry trends and regulatory requirements. This position is office-based in Birmingham, AL.