Insurance Account Analyst: Client Solutions & Renewals

Lockton; Tampa (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Lockton in Tampa, FL is seeking a Client Services professional to respond to inquiries, maintain documentation, and support policy administration in collaboration with senior staff. You will prepare correspondence, assist in renewals, process invoicing, and help with data management while upholding confidentiality and regulatory requirements.

This role requires strong communication, proficiency with Microsoft Office, and flexibility to travel as needed.

Qualifications

• Bachelor's degree or equivalent experience.
• Up to three years of client services experience preferred.
• Strong MS Office skills (Word, Outlook, Excel, PowerPoint).
• Excellent verbal and interpersonal communication abilities.
• Understanding of industry trends and regulations.

Responsibilities

• Respond to routine client inquiries and document communications and resolutions.
• Prepare written correspondence and contact underwriters as requested by senior staff.
• Review and process policies and endorsements for accuracy.
• Assist in renewal processes by gathering enrollment and benefit data.
• Generate client invoicing and assist in billing accuracy.
• Enter data into management systems and maintain client records.
• Contribute to loss runs and renewal reporting as needed.
• Support in disseminating client communications and training materials.

Skills

Verbal communication

Interpersonal skills

Time management

Data security/compliance

Adaptability

Education

Bachelor's Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton in Tampa, FL is seeking a Client Services professional to respond to inquiries, maintain documentation, and support policy administration in collaboration with senior staff. You will prepare correspondence, assist in renewals, process invoicing, and help with data management while upholding confidentiality and regulatory requirements.

This role requires strong communication, proficiency with Microsoft Office, and flexibility to travel as needed.