Internal Operations Specialist

Lockton; Denver (CO); On-site; USD 45,000 - 60,000; Full time

Job summary

Lockton is seeking an Internal Operations Specialist to support Commercial Insurance Account teams with operational and administrative tasks in Denver. You will assist renewals, set up clients in AutoCert, and manage documentation to ensure accuracy and compliance with policy language.

The role focuses on processing, data entry, and collaboration with accounting to resolve billing discrepancies, while maintaining confidentiality and meeting deadlines.

Qualifications

• Requires GED/high school diploma; Bachelor’s degree or equivalent work experience preferred.
• Office experience in a corporate environment preferred.
• Proficient in Word and Excel.
• Strong attention to detail and time management required.
• Ability to communicate effectively at all levels.
• Legally able to work in the United States.
• Must be able to respond to phone inquiries professionally.

Responsibilities

• Assist in the Account renewal process.
• Set up Clients in AutoCert.
• Order Loss Run Information.
• Provide assistance in the new or lost business process.
• Work in a team environment with shared responsibilities to respond to/complete individual daily requests.
• Review insurance requirements within contracts to provide evidence forms with appropriate coverage.
• Maintain applications/systems by adding, deleting or modifying information as needed (e.g., Nexsure, ImageRight, AutoCert, etc.).
• Load certificate holders individually or via Excel upload. Import/export other reports from the system as needed, using Excel.
• Create attachments as needed by transferring additional coverage information or endorsement language to the certificate issuing system.
• Prepare and distribute large quantities of evidence of coverage forms for all renewals, ensuring that forms issued comply with prescribed deadlines, are verified for insurance policy language, are in accordance with state requirements, and meet Lockton standards.
• Enter file information into ImageRight to ensure accuracy of Dead File retrieval.
• Ensure validity and accuracy of contracts prior to invoicing.
• Work with accounting to clear discrepancies with carrier and client funds.
• Create Fee Agreements.
• Review and advise on complex billing situations as well as handle escalated invoicing situations.
• Advise account team of difficult or unusual certificate requests (escalating issue to Account team).
• Attend client facing meetings as needed.
• Provide 3rd party certificate management.
• Prepare Flood Zone Determinations.
• Train account teams in AutoCert and on ImageRight workflows for effective invoicing.
• Comply with Lockton procedures and policies.
• Protect the confidentiality of information learned by performing the duties of the position.
• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
• Perform other work-duties as assigned.

Skills

Attention to detail

Time management

Verbal & written communication

Interpersonal skills

Fast-paced environment

Legally able to work in US

Education

GED/High School Diploma

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Your Responsibilities

The Internal Operations Specialist provides Commercial Insurance Department Account teams with operational and administrative support.

Position Responsibilities

• Assist in the Account renewal process
• Set up Clients in AutoCert
• Order Loss Run Information
• Provide assistance in the new or lost business process
• Work in a team environment with shared responsibilities to respond to/complete individual daily requests
• Review insurance requirements within contracts to provide evidence forms with appropriate coverage
• Maintain applications/systems by adding, deleting or modifying information as needed (e.g., Nexsure, ImageRight, AutoCert, etc.).
• Load certificate holders individually or via Excel upload. Import/export other reports from the system as needed, using Excel
• Create attachments as needed by transferring additional coverage information or endorsement language to the certificate issuing system
• Prepare and distribute large quantities of evidence of coverage forms for all renewals, ensuring that forms issued comply with prescribed deadlines, are verified for insurance policy language, are in accordance with state requirements, and meet Lockton standards
• Enter file information into ImageRight to ensure accuracy of Dead File retrieval
• Ensure validity and accuracy of contracts prior to invoicing
• Work with accounting to clear discrepancies with carrier and client funds
• Create Fee Agreements
• Review and advise on complex billing situations as well as handle escalated invoicing situations
• Advise account team of difficult or unusual certificate requests (escalating issue to Account team)
• Attend client facing meetings as needed
• Provide 3rd party certificate management
• Prepare Flood Zone Determinations
• Train account teams in AutoCert and on ImageRight workflows for effective invoicing
• Comply with Lockton procedures and policies
• Protect the confidentiality of information learned by performing the duties of the position
• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
• Perform other work-duties as assigned

Qualifications

Position qualifications

• GED/High School Diploma required. Bachelor’s degree or equivalent work experience preferred
• Previous office experience in a corporate environment preferred
• Proficiency in the use of Microsoft Word and Excel required
• Strong attention to detail
• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed
• Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy
• Demonstrated ability to respond to phone inquiries in a courteous and professional manner
• Legally able to work in the United States