Lender Insurance Consultant
Houston, Texas, United States of America
Client Services
2601N5
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
Lockton is currently seeking a highly motivated, analytical expert to join our Houston Lender Review Team! If you enjoy the challenge of research, problem solving and executing tasks that positively impact our day-to-day operations and support our overall business strategies – Apply Today!
Your Responsibilities
- Analyze insurance, lending, corporate documents, as well as contracts and lending requirements.
- Assess and interpret exposure information from the Client/borrower to ensure all meet lending requirements.
- Interpret and evaluate policy terms to ensure adequate coverage to meet lending requirements.
- Author high-quality detailed reports outlining findings, red flags/issues, recommendations and coverages for Real Estate, Real Estate Construction and Corporate Finance transactions.
- Advise on coverage recommendations to clients, borrowers and outside brokers.
- Peer review junior-level associate’s reports as needed.
- Mentor and be a resource for junior-level associates as needed.
- Attend and occasionally lead departmental meetings.
- Conduct coverage research and collaborate with internal resources, as well as research and understand industry trends.
- Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
- Service visits to clients may be required.
Qualifications
- Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required.
- Three to Five plus years of insurance experience.
- Two plus years as Lender Review Analyst or high-level client service experience in a sales environment.
- P&C Insurance License.
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
- Strong attention to detail required.
- High aptitude for accuracy in mathematical calculations.
- Ability to compile, analyze, and interpret financial information and data to facilitate decision-making.
- Willingness to expand knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements for licensing.
- Organizational and time management skills to prioritize workloads to meet time-sensitive deadlines required.
- Must be results-oriented with the ability to change priorities as needed.
- Must have strong verbal, written, and interpersonal communication skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
- Stays current on issues impacting the industry by maintaining expertise in a functional area.
- Ability to work outside of regular business hours as needed.
- Legally able 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 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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