Account Services Associate

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Kansas City, Missouri, United States of America

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Client Services

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2600TQ

Apply now

Account Services Associate

Location Icon

Kansas City, Missouri, United States of America

Bag Icon

Client Services

Profile Icon

2600TQ

Apply now
Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit

Founders Series

Schedule

Full-time

Lockton Benefits Offerings

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Workplace

In Office

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Your Responsibilities

The Account Services Associate will provide support to the Commercial Insurance department. The ASA’s will participate in talent development courses that will prepare them for a career in a client service unit.  

Duties:

  • Assist in the new and renewal business process by:
    • Entering data then verifying the data is accurate and conforms to established procedures.  
    • Completing and reviewing certificates as directed by the respective account team.
    • Preparing auto identification cards for the respective account team.
  • Fulfill daily certificate requests as required for each client by following Lockton’s quality procedures to ensure compliance.
  • Obtain flood determinations as needed by unit for insured locations.
  • Prepare correspondence and/or make calls to account team, certificate holders or clients as needed in a timely and professional manner.
  • Save all correspondence electronically.
  • Perform other work-related duties in accordance with detailed instructions from account team.
  • Protect the confidentiality of information learned by performing the duties of the position. 
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Qualifications

Competencies

  • Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing  
  • Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients  
  • Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton  
  • Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.  
  • Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed  

Requirements:

  • Bachelor's degree in Business or a related field and/or equivalent education or work experience.  
  • General understanding of commercial property/casualty coverages is preferred but not required.
  • Strong working knowledge of MS Office Suite.
  • Strong attention to detail required.
  • Strong customer service skills required.
  • Ability to work in a deadline driven environment. 
Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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