Family Office Service Coordinator

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Kansas City, Missouri, United States of America

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Client Services

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2501SA

Apply now

Family Office Service Coordinator

Location Icon

Kansas City, Missouri, United States of America

Bag Icon

Client Services

Profile Icon

2501SA

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.

Secondary locations

Tennessee, Florida, Wisconsin, Pennsylvania, Georgia, Texas, Nebraska, Arizona, Massachusetts, North Carolina, Michigan, Virginia, Louisiana, Maine, Montana, South Carolina, Alabama

Business unit

Lockton Private Risk Solutions

Schedule

Full-time

Lockton Benefits Offerings

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Workplace

Hybrid

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Your Responsibilities

Private Risk Solutions is a boutique practice within the Lockton companies providing risk management and insurance solutions to Family Offices, Successful Individuals and Multi-generational families.  


The role of the Service Coordinator in Private Risk Solutions is a key position, providing support to Clients and Associates of the practice.  The Service Coordinator will work closely with Producers, Account Executives and Account Managers to ensure timely and accurate delivery of documents and solutions


Job Responsibilities:


•    Prepare and deliver client documents, including but not limited to:

-Auto ID Cards
-Summaries of Insurance
-Invoices & billing summaries
-Proposals
-Evidence of Insurance
-Applications for coverage

•    Obtaining quotes via carrier systems
•    Processing endorsements
•    Processing renewals
•    Documenting system of record
•    Research on prospects including pulling consumer reports, public records information, property appraiser reports
•    Other duties, as assigned

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Qualifications

•    Strong written and verbal communication skills
•    Works well independently
•    Project and process management
•    Strong people skills
•    Strong working knowledge of Microsoft Word, Excel & PowerPoint
•    Strong attention to detail
•    Ability to work well in fast-paced environment 
•    Obtain P&C License within 3 months of hire

 

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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