Insurance Admin Specialist I: Policy Docs & Certificates

Lockton; Overland Park (KS); On-site; USD 42,000 - 64,000; Full time

Job summary

Lockton Affinity, LLC in Overland Park, Kansas is seeking an Insurance Administration Specialist I to handle the preparation and issuance of New Business, Renewals, Endorsements, Certificates and other policy documents for programs with low complexity.

This role emphasizes administrative tasks using Velocity, carrier websites, and standard Microsoft Office tools to support accurate, timely documentation and rating calculations.

Qualifications

• High school diploma or equivalent education and/or work experience.
• Aptitude for mathematical proficiency.
• Organizational and time management skills to meet time sensitive deadlines and work with a sense of urgency.
• Ability to speak, understand and carry out verbal and written instructions.
• Ability to use word processing and database software in an automated office environment.
• Working knowledge of Microsoft Products, i.e. Outlook, Word and Excel

Responsibilities

• Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to Velocity (agency management system)
• Retrieve emails sent to department email inboxes, attach and label documents into Velocity, create and set work items to appropriate assignees
• Process outside carrier Direct Billed items by retrieving documents from carrier website and submit to client
• Identify, cancel and reinstate outside carrier direct billed policies as needed
• Issue basic certificates of insurance including for Endorsements on behalf of client
• Perform basic Rating functions/tasks to calculate premium amounts

Skills

Mathematical aptitude

Organizational & time management

Verbal & written instruction

Word processing & databases

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Velocity (agency management system)

Carrier websites access

Job description

Lockton Affinity, LLC in Overland Park, Kansas is seeking an Insurance Administration Specialist I to handle the preparation and issuance of New Business, Renewals, Endorsements, Certificates and other policy documents for programs with low complexity.

This role emphasizes administrative tasks using Velocity, carrier websites, and standard Microsoft Office tools to support accurate, timely documentation and rating calculations.