Account Analyst, Wrap Up Coordinator
Atlanta, Georgia, United States of America
Client Services
2500TG
Account Analyst, Wrap Up Coordinator
Atlanta, Georgia, United States of America
Client Services
2500TG
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.
Miami, Tampa, Pembroke Pines, Charlotte, Birmingham
Your Responsibilities
The Wrap-Up Coordinator will work with the following services, as well as others that may be developed:
Wrap-Up Program Administration
The Coordinator will:
- Provide technical and clerical support for these functions in accordance with standard procedures.
- Apply knowledge of department policies and procedures and utilize a general understanding of other departments' functions.
- Maintain records, prepare forms, verify information and resolve routine situations as they occur.
- Participate in presentations to prospects and prospective Wrap-Up sponsors.
Wrap-Up Administration Duties:
- Responsible for the enrollment of sponsors and subcontractors into Lockton's Wrap Up software program.
- Calculate and validate accuracy of enrollment forms; send copies of estimated deducts to sponsor and subcontractors.
- Responsible for entering gathered data from sponsor and subcontractors into the system.
- Notify insurance carriers of contractors’ enrollments and follow up of carrier issued policies.
- Collect and confirm contractor payroll and man-hour tracking information with subsequent data entry into the system.
- Responsible for collection of subcontractor certificate of insurance and monitoring for accuracy and expiration of certificates with subsequent data entry into the system.
- Verify accuracy and distribution of weekly enrollment reports to project management team.
- Present Wrap-Up enrollment process to subcontractors at project kick-off meetings.
- Present Wrap-Up process to prospective Wrap-Up clients.
Other Duties:
- Attends staff meetings, educational workshops, and industry and trade meetings as needed
- Perform other job related duties as assigned by Management.
Qualifications
- Associate's degree in Business or related field; or equivalent combination of education and experience.
- 1-2 years insurance experience desired.
- Working knowledge of Microsoft Word, Excel and Outlook.
- Strong organizational and time management skills.
- High aptitude in mathematical proficiency.
- Strong written and verbal communication skills at all levels.
- Public Speaking/Presentation skills.
- Ability to use office equipment such as computer keyboard, calculator and photocopier.
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion on extended classes and workshops related to insurance.
- Ability for occasional overnight travel.
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 12,500+ Associates doing business in over 140 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.
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