Insurance Account Specialist - Client Success & Growth

Lockton Companies; Chicago (IL); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Lockton Companies in Chicago seeks an Account Specialist to support the Risk Solutions practice during renewals and new business onboarding. You will gain essential training and grow toward a long-term career with Lockton Midwest.

Responsibilities include processing certificates of insurance, auto ID cards, flood determinations, and posting notices, while delivering exceptional client service in a collaborative, hybrid work setting.

Qualifications

• Bachelor’s degree in business or related field or equivalent experience required.
• Strong customer service, communication, and project management skills.
• Exceptional attention to detail and accuracy of work product.
• Organizational and time management skills to prioritize work and meet time-sensitive deadlines.
• Ability to work both independently and in a team environment.
• Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth.
• Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education.
• Comfortable working in Office Suite (Excel, Outlook, etc.)

Responsibilities

• Delivers transactional excellence and provides outstanding customer service in support of the broader client team.
• Conveys standards of excellence in line with Lockton’s operating procedures by adhering to standardized policies, processes, and systems.
• Assists in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each client.
• Fulfills daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance.
• Obtains flood determinations as needed for insured locations.
• Delivers workers’ compensation posting notices, as directed by the team, to ensure compliance with states’ rules and regulations.
• Prepares written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner.
• Makes a positive contribution to client satisfaction and strives to improve service to the clients.
• Communicates in a professional manner to contribute to a cohesive, pleasant work environment.

Skills

Customer service

Communication

Project management

Attention to detail

Time management

Team player

Lifelong learner

Education

Bachelor’s degree in business or related field

Tools

Office Suite

Excel

Outlook

Job description

Lockton Companies in Chicago seeks an Account Specialist to support the Risk Solutions practice during renewals and new business onboarding. You will gain essential training and grow toward a long-term career with Lockton Midwest.

Responsibilities include processing certificates of insurance, auto ID cards, flood determinations, and posting notices, while delivering exceptional client service in a collaborative, hybrid work setting.