Job Summary:

• Creates client exposure data models, collect, track, and manage client data

• Ensures accuracy of Client Profile Information in real time throughout the policy period

• Collaborates with and supports internal account team

• Manage and file all client/ carrier/ internal correspondence and review/decide appropriate action at the direction of the team

• Provides placement support to ORM

• Assists in claims reporting and subsequent tracking, including related correspondence

• Coordination of endorsement process and delivery with account team

• Track billing and delivery of client invoice

• Oversees allocation proce

• Leads and manages projects / project changes as assigned by ORM

• Tracks project deliverables to meet set deadline

• Monitors and reports on progress of projects to all stakeholder

• Coordinates with clients and ORM to ensure project delivery

• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer

• Comply with Lockton's policies and procedures, including appropriate documentation

• Attend education workshops, and carrier functions, when requested

• Perform other work-related duties as assigned

Requirements:

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent

• Typically, 2 - 3 years of company or agency experience in commercial insurance services is required

• General understanding of basic commercial property and casualty coverages required

• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner

• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

• High aptitude for accuracy in mathematical calculation

• Strong attention to detail required

• Understands industry trends and governmental regulation

• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed

• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadline

• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information

• Ability to travel by automobile and aircraft and be away from home more than one day and night

• Legally able to work in the United State



This position may be eligible for annual discretionary bonus consideration.

This job description is intended to indicate the general nature and level of work performed by Associates in the role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this role.