Technical Services Assistant

Atlanta, Georgia, United States of America

Client Services

250070

Apply now

Atlanta, Georgia, United States of America

Client Services

250070

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

Southeast Series

Schedule

Full-time

Job type

Standard

Workplace

In Office

Your Responsibilities

Provide the Commercial Insurance Department with technical support by processing Certificates of Insurance and Auto ID Cards during the renewal and new business onboarding process. The TSA will also assist the unit in other technical and clerical duties as assigned.

Description:
• completing renewal certificates as directed by the respective account team
• preparing Auto ID cards for each power unit
• Save all general correspondence electronically
• Fulfill daily certificate requests as required for each client by following Lockton’s quality procedures to ensure compliance.
• Coordinate the preparation and distribution of auto identification cards.
• Obtain flood determinations as needed by unit for insured locations
• Deliver Workers’ Compensation Posting Notices to each client as directed by the team to ensure their compliance with each states rules and regulations
• Prepare written correspondence and make calls to certificate holders and/or clients as needed in a timely professional manner
• Perform other clerical tasks in accordance with detailed instructions from account team
• Operate alphanumeric keyboard to enter data into system, and verify that keyed data is accurate, complete and conforms to established procedures.
• Make a positive contribution to client satisfaction and constantly strive to improve service to the clients
• Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
• Protect the confidentiality of information learned by performing the duties of the position.
• May provide further assistance to unit during vacations or leaves of absence.
• May handle special projects for unit associates, as assigned from supervisor.
• Provide backup to front desk/switchboard as needed

Qualifications

Qualifications:
• Bachelor’s degree in business or equivalent education and/or experience.
• Typing speed of 50 wpm with minimal errors.
• Working knowledge and proficiency in Microsoft products (Word, Excel and Outlook) or similar software applications.
• Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
• General understanding of commercial property/casualty coverages.
• Willingness to expand knowledge and effectiveness in insurance industry by successful completion of extended insurance education beyond continuing education requirements for licensing.
• Ability to use office equipment such as computer terminal and keyboard, calculator, copier and facsimile machine.
• Ability to speak into and adequately hear voices from telephone equipment.
• Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility.
• Legal right to work in the United States.

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.

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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