Senior Account Analyst - Property & Casualty
Tampa, Florida, United States of America
Client Services
2501I7
Senior Account Analyst - Property & Casualty
Tampa, Florida, United States of America
Client Services
2501I7
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
Lockton Benefits Offerings
Click Here
Workplace
In Office
Your Responsibilities
The Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns. The Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline. The Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Description
- Learning the basics of program administration, pre and post renewal and ongoing. Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests. Builds skillset to support clients facing activities in verbal communications and correspondence.
- Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
- Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events
- Coordinates client invoices including monitoring errors or "suspense" items and processes producer allocations as needed. Builds skillset to audit renewal invoices and confirm accuracy.
- Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
- Process and issue binders, invoices, auto id cards, and claims instructions. Order appropriate changes and corrections from completed policy review or policy endorsements. Complete the initial policy checks, policy files, client manuals and summaries.
- Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
- Coordinate gathering of reporting for renewal process or to support client questions.
- Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently. Actions: Prioritizes, prepares, schedules, leverages resources, stays focused.
- Initiating Action: Taking prompt action to accomplish work goals; taking action to achieve results beyond what is being required; being proactive. Actions: Responds quickly, takes independent action, and goes above and beyond.
- Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed. Actions: Sets standards for excellence, ensures high quality, takes responsibility, encourages others to take responsibility.
- Earning Trust: Gaining others’ confidence by acting with integrity and following through on commitments while disclosing their own positions; treating others and their ideas with respect and supporting them in the face of challenge. Actions: Acts with integrity, discloses own positions, remains open to ideas, and values others.
- Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time. Actions: Follows procedures, ensures high quality output, and takes action.
Qualifications
- 0-1 years’ experience client service or customer service
- Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
- Builds basic knowledge of property and casualty coverages
- Build basic awareness of insurance funding mechanisms and the structures available for clients
- Ability to compile and analyze financial information
- Proficiency in the use of Microsoft Word, Excel, and PowerPoint.
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.
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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October 27, 2025
Daisy Roldan, Senior Account Manager, knows firsthand the impact cancer can have on a community. “My best friend's mother was diagnosed with Acute Myeloid Leukemia and passed away a year later,” Daisy shared. “I witnessed my friend’s emotional journey through her mother’s diagnosis and treatment—the highs, the lows, and ultimately, the heartbreak of losing her. That experience moved me profoundly and inspired me to take action.” Daisy wanted to support organizations that are advancing treatments and cures, while also helping patients and families navigate their cancer journeys. She began raising awareness and supporting organizations like the Leukemia & Lymphoma Society (LLS) through fundraising, advocacy, and volunteer work. Her continued dedication earned her a regional 2025 Lockton Cares Community Impact Award. The Community Impact Awards honor Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. “I was incredibly honored and humbled,” said Daisy. “It’s a privilege to be recognized, especially when it means being able to give back to a cause that means so much to me.” The $25,000 donation will fund critical research, patient support services, and advocacy initiatives – contributing directly to improving treatment options and outcomes for those battling blood cancers. “This award is a reflection of the collective efforts of everyone who has supported LLS alongside me,” she said. “It’s a testament to what we can achieve when we come together for a cause greater than ourselves.” With the support of Lockton leadership and her colleagues, Daisy plans on expanding her personal impact with LLS to continue making a difference. In fact, Daisy recently participated in The Leukemia & Lymphoma Society’s Visionaries of the Year campaign, which raised over $250,000 to fund research, provide education and support, and drive policy change. “I hope to expand my involvement by increasing fundraising efforts and helping LLS reach broader audiences. I’d also love to collaborate on initiatives that bring more awareness to early detection and treatment options. Lockton’s culture of compassion and community has been instrumental. The support from Lockton has empowered me to pursue my passions and make a meaningful impact outside of work.”
October 15, 2024
Written by Lee Short, Content Specialist After Hurricanes Helene and Milton devastated communities in Florida, Tennessee, and North Carolina, Lockton Associates quickly rallied to provide aid. Thankfully, all Associates affected by the storms were safe and accounted for. However, many experienced property damage, displacement, and extensive power outages. Through the Lockton Cares Fund, the Lockton family committed $150,000 to support critical relief efforts via Operation Airdrop, the United Way Hurricane Helene Fund, and World Central Kitchen. Lockton Associates were invited to support colleagues directly impacted by the hurricanes and the response was extraordinary. Within hours, we were flooded with donations. Through the generosity of Lockton Associates, more than $21,000 was raised to support those directly impacted by the hurricanes. The Lockton family matched the amount, bringing total relief funds to $42,000. Every financial hardship grant request from affected Associates was honored, ensuring meaningful support reached those who needed it most. Several Associates across the Southeast also stood out in their effort. Based in the Charlotte office, Senior Account Manager Angela Powers was surrounded by tragedy in Clyde, North Carolina. With entire neighborhoods turned into rivers, homes being destroyed, and widespread power outages, Powers and her husband were determined to help rebuild their community. “We started looking for how we could help and what we could do because it was so immense,” Powers said. “It’s still immense.” Powers highlighted her gratitude for the immediate support from her Lockton colleagues and the Lockton Cares initiative. Hundreds of Associates contributed donations and time to hurricane relief efforts, making it possible for Powers and her husband to coordinate and distribute supplies to families. "As soon as we could get the word out that we were okay to everybody at Lockton, they immediately said, ‘Don’t worry about anything here; go help your community,’” Powers said. “I thought that was really telling of the Lockton Cares philosophy." Similarly, in the Tampa office, Senior Account Manager Kathy Harper and her husband quickly traveled to severely impacted communities. They journeyed to Unicoi, Tennessee, with a truckload of winter clothes, blankets, baby items, over-the-counter medicine, and other supplies. Harper and her husband volunteered at a donation center set up at a local campground and assisted families from the hard-hit Bumpus Cove community. “Many of these families lost everything they owned,” Harper said. Harper also emphasized the work the team at the donation center did, such as helping recover valuables from homes before demolition and providing families with clothes, blankets, and camping equipment. With support from both her community and Lockton Cares, Harper and her husband were able to step in and provide hands-on relief to those in need. “I feel fortunate to work for a company that gives back to communities,” Harper said. “Lockton allowed me to use my volunteer day to assist with the ongoing efforts.” Although both made a significant impact, Powers and Harper found that much work remains to be done to recover. Since donation centers across the Southeast have been overstocked with donated supplies, Powers proposed organizing long-term Lockton community service efforts to rebuild homes and infrastructure in the spring. Following these natural disasters, Lockton Associates have set an example of resilience and dedication to those in need, embodying the Lockton value of “We Live Service.” Through efforts in donations, volunteering, and spreading the word, Lockton has made a significant difference.
September 24, 2025
Lockton is proud to be recognized as one of Glassdoor’s Best-Led Companies of 2025, a list that honors leadership teams who are redefining the employee experience. This elite recognition is based entirely on voluntary and anonymous employee reviews, making it a true reflection of how Lockton Associates perceive leadership across the company. Glassdoor’s selection highlights companies whose leaders: Embody the company’s mission and culture Communicate transparently, especially in times of uncertainty Remain accessible and visible to their teams Prioritize employee well-being
At Lockton, leadership is more than strategy; it’s about showing up for our people. In Associates reviews, our leaders are consistently described as approachable, high-quality, supportive, and genuinely caring. Lockton is a place that truly empowers its people to innovate and create. The company operates with strong foundational values and moves with impressive speed and agility. The leadership team, along with colleagues across the board, brings genuine energy, passion, and care to everything they do. It’s an environment where you feel supported and inspired. --Glassdoor review by a current Associate Our caring culture starts at the top. Ron Lockton, Chairman and CEO, holds a 96% approval rating on Glassdoor, a reflection of his authentic leadership style and unwavering commitment to Lockton’s people-first culture. The leadership team at Lockton is truly inspiring. Their guidance, approachability, and commitment to employees' well-being create a positive atmosphere where everyone feels motivated to contribute their best. --Glassdoor review by a former Associate This honor follows another major milestone earlier this year, when Lockton was named a Best Managed Company by Deloitte for the fifth consecutive year—further validating our commitment to operational excellence, strategic vision, and a culture that puts people first. Lockton is honored to be among the 50 companies setting the standard for exceptional leadership.
September 23, 2025
Lockton has pledged $1 million to support the Spencer Educational Foundation. The contribution, which will advance the Foundation’s mission of supporting the next generation of risk management and insurance professionals, was announced at the Foundation’s annual Funding Their Future Gala, which generated more than $1.9 million, a new high-water mark. Underscoring the firm’s commitment to talent development, Lockton U.S. President Tim Ryan said the contribution will further bolster the Foundation’s ability to provide scholarships, internships, and experiential learning grants. Ryan was the honoree at the Gala, which was held Sept. 18 in New York. “For decades, Spencer has played a critical role in preparing students for meaningful careers in our industry,” said Ryan. “Speaking with several Spencer Scholars was the highlight of the night. Some are the first in their families to attend college. Some are working multiple jobs to pay for school. Their determination is inspiring, and it reminds us that our role isn’t just about financial support—it’s about showing up with our time, our mentoring, and real-world experiences that set students up for success. This is a shared responsibility, and Lockton is proud to invest in the future of our profession by supporting the Foundation’s mission.” Ryan also highlighted the industry’s ongoing need to attract and develop talent with a wide range of skills. “Insurance offers a broad and rewarding set of career paths,” he said. “The more we can arm students with experience, access, and support early in their careers, the stronger our industry will be in the years to come.” Lockton has a long-standing partnership with Spencer. In 2004, following the passing of Lockton’s founder, the firm established the John T. Lockton Memorial Scholarship to honor his legacy and create opportunities for students entering the field of insurance. Since then, Lockton has contributed nearly $1 million in scholarships, along with mentoring and programming support. “The results of this year’s Gala demonstrate the industry’s unwavering dedication to cultivate future talent,” said Johnell Holly, SVP at FM and Chair of the Spencer Board of Directors. “Lockton’s generous contribution on top of our Gala fundraising result amplifies the impact of these efforts and enables Spencer to expand its programming to meet the increasing needs of students and educators and to promote careers in insurance.” Close to 600 senior insurance executives attended the Funding Their Future Gala to celebrate Spencer’s mission and invest in the talent pipeline critical to the industry’s long-term success. With 87 cents of every dollar spent on programs that advance the mission, Spencer proudly focuses all efforts on the development of insurance industry talent. For additional information about the Spencer Educational Foundation and opportunities to contribute, please visit www.spencered.org.