Insurance Client Analyst: Data-Driven & Service Focused

Lockton Companies; Tampa (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Job summary

Lockton Companies in Tampa, Florida, is seeking a Client Services professional to support routine client inquiries, maintain documentation, and collaborate with senior staff on policy and renewal tasks.

The role emphasizes data accuracy, communication skills, and familiarity with MS Office. Travel may be required, and adherence to confidentiality is essential for client information handling.

Qualifications

• Bachelor's degree in Business Administration or related field or equivalent experience.
• Up to three years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Ability to travel by automobile and aircraft.

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.
• Extends expiring binders as requested by senior staff.
• Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures.

Skills

Verbal communication

Interpersonal skills

Organizational skills

Time management

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office

Data management system

Job description

Lockton Companies in Tampa, Florida, is seeking a Client Services professional to support routine client inquiries, maintain documentation, and collaborate with senior staff on policy and renewal tasks.

The role emphasizes data accuracy, communication skills, and familiarity with MS Office. Travel may be required, and adherence to confidentiality is essential for client information handling.