Insurance Account Services Analyst

Lockton Companies; Birmingham (AL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Job summary

Lockton Companies in Birmingham, Alabama, is seeking a Client Services Associate to support everyday client inquiries, document communications, and policy processing. You will review policies for accuracy, assist with renewals, and help prepare client invoices and reports under supervision.

The role requires a Bachelor's degree or equivalent experience, strong Microsoft Office skills, and excellent communication. Travel may be required, and you must be legally able to work in the United States.

Qualifications

• Bachelor's Degree in Business Administration or related field.
• Up to three years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Ability to comply with all company policies and procedures and protect confidentiality.

Responsibilities

• Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions.
• Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff.
• Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion.
• Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports.
• Assists with financial reporting for renewals by gathering and compiling Client details.
• Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures.

Skills

Customer service

Communication

Microsoft Office

Attention to detail

Travel flexibility

AI tools familiarity

Education

Bachelor's Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies in Birmingham, Alabama, is seeking a Client Services Associate to support everyday client inquiries, document communications, and policy processing. You will review policies for accuracy, assist with renewals, and help prepare client invoices and reports under supervision.

The role requires a Bachelor's degree or equivalent experience, strong Microsoft Office skills, and excellent communication. Travel may be required, and you must be legally able to work in the United States.