Account Analyst - Commercial Construction Insurance
Pembroke Pines, Florida, United States of America
Client Services
25015M
Account Analyst - Commercial Construction Insurance
Pembroke Pines, Florida, United States of America
Client Services
25015M
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
- 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
- Builds 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.
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.
Learns the basic 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 client 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 invoicing 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.
Qualifications
Requirements
- Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
- At least 3 years’ experience in the insurance industry, specifically in the employee benefits area is required.
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
- Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
- Demonstrated presentation skills including preparation and execution.
- Strong project management and organizational skills.
- Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
- Ability to interact with vendors effectively.
- Good working knowledge of financial arrangements and products available to clients.
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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