The Account Administrator will provide technical and clerical support to the Commercial Insurance Department. They will be responsible for the renewal process, updating applications and special projects as needed.
Update applications and renewal information as needed to reflect changes during the year.
Coordinate loss information proactively as needed and upon requests.
Process and issue binders and invoices.
Manage TSA and function for appropriate auto identification cards issuance.
Complete initial policy reviews.
Set up policy files, client specific files, client manuals and update insurance summaries.
Provide support for new and renewal business processes as requested clients and by unit Associates.
Execute all changes requested on the policy, monitor for receipt of company endorsements and process.
Manage the TSA support function for certificate of insurance requests.
Responsible for completing instructions or executing complex or unusual certificate requests.
Use all necessary Nexsure System functions and verify data is accurate.
File correspondence and other documents.
Handle direct client requests for services.
Manage account services or resources as needed for account services support.
Be able to read client’s business contracts for rudimentary insurance requirements.
Education, Experience and Skills Required:
Bachelor’s degree in Business, Finance or related field; or equivalent education and/or work experience.
General understanding of commercial property and casualty coverage’s preferred.
Corporate or agency experience in commercial insurance services desired.
High aptitude for accuracy in mathematical calculations.
Organizational and time management skills to prioritize workload and meet deadlines required.
Above average verbal, written and interpersonal skills required.
Strong attention to detail required.
General understanding of Nexsure or Comparable Agency Management System.
Proficiency in MS Word and Excel required; PowerPoint desired.
About Lockton Companies
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.
For eight consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." We think you’ll agree! A few of the reasons Associates love working at Lockton include:
• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement –Associates are encouraged to support and volunteer for their favorite charities
• Frequent athletic and wellness events
• Social and teambuilding opportunities like happy hours and other celebrations
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!