Account Services Administrator
Houston, Texas, United States of America
Client Services
2401T0
Account Services Administrator
Houston, Texas, United States of America
Client Services
2401T0
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.
About the Position
The Account Services Administrator is responsible for servicing renewals, anniversary reports and issuance of renewal documentation for the clients. Also, to add responsibilities as needed on issuing bid bonds, final bonds, and any other project that may arise.
Business unit
Texas Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
- Send anniversary reports to all clients for upcoming renewals.
- Send anniversary reports internally to AM’s for review and feedback on bonds that may be closing out or any account issues.
- Processing all renewals in Sure Path.
- Issuing all bond renewal documents; renewal bonds, continuation certificates and/or verification certificates.
- Assist AM”s and AE’s on bid bond and final bond issuance as needed.
- Obtaining renewal invoices from the respective surety companies.
- Filing the renewal invoices in ImageRight.
- Process Federal Express envelopes as needed.
- Participate in various Lockton and departmental meetings.
- Complete special projects as needed.
Qualifications
- High School education and work experience, Bachelor’s degree preferred.
- No bond experience necessary.
- Demonstrates interpersonal communication skills and ability to interact with associates at all levels of responsibility.
- Demonstrates client interaction skills.
- Strong working knowledge of Microsoft products (Word, Excel, Outlook).
- Understanding of general accounting.
- Demonstrates analytical and problem-solving skills.
- High aptitude for mathematical calculations, including multiplication, division, and percentages.
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 10,000+ Associates doing business in over 100 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.
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.
Similar Vacancies
View allLife at Lockton
October 7, 2024
October 4, 2024
September 26, 2024
September 12, 2024