Insurance Client Services Specialist

Lockton Companies; Minneapolis (MN); On-site; USD 42,000 - 70,000; Full time

Job summary

Lockton Companies in Minneapolis seeks a detail-oriented Client Services professional to respond to routine inquiries, prepare correspondence, and support underwriters and senior staff in policy processing and renewals.

You will maintain client records, assist with invoicing and data entry, track communications, and help with industry research while upholding confidentiality and a strong client-service mindset.

Qualifications

• Strong verbal and interpersonal communication skills
• Ability to attend continuing education requirements
• Ability to organize work and meet deadlines
• Ability to travel by automobile and aircraft
• Legally able to work in the United States

Responsibilities

• Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
• 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
• Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
• Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
• Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
• Assists with financial reporting for renewals by gathering and compiling Client details
• Executes any requested changes on policies
• Periodically assists in loss-run requests
• Extends expiring binders as requested by senior staff
• Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
• Assistants in the upkeep of carrier product information
• Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
• Maintains and keeps records of Clients
• Compiles preliminary numbers for promulgating experience modification, and orders worksheets
• Issues and processes Client invoicing
• Assist is the research of invoice and billing errors
• Acquires an understanding of insurance brokerage business and account servicing processes
• Researches industry trends and governmental regulations
• Performs other responsibilities and duties as needed

Skills

Verbal communication

Education

Bachelor’s degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies in Minneapolis seeks a detail-oriented Client Services professional to respond to routine inquiries, prepare correspondence, and support underwriters and senior staff in policy processing and renewals.

You will maintain client records, assist with invoicing and data entry, track communications, and help with industry research while upholding confidentiality and a strong client-service mindset.