Account Specialist

Job Summary:

The Account Specialist (AS) is Lockton Midwest’s entry-level position and is designed for a recent college graduate or those with 1-2 years of relevant experience. The Account Specialist is designed to provide the technical and practical training needed to develop the Associate as they look forward to a successful and long-term career with the Lockton Midwest Series.



The AS provides the Risk practice with technical support throughout the client renewal and new business onboarding process. The AS is embedded within the centralized Technical Services Unit within the Risk practice, supporting a variety of Property & Casualty business insurance verticals. A high performing and successful AS will deliver transactional excellence and provide outstanding customer service in support of the broader client team.



EXPECTED CONTRIBUTIONS

• Assist in the renewal or new business process by completing certificates and preparing auto ID cards for each unit.
• Save all general correspondence electronically.
• Fulfill daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance.
• Obtain flood determinations as needed for insured locations.
• Deliver Workers’ Compensation posting notices, as directed by the team, to ensure their compliance with states’ rules and regulations.
• Prepare written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner.
• Handle special projects as assigned.
• Make a positive contribution to client satisfaction and constantly strive to improve service to the clients.
• Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
• Protect the confidentiality of information learned by performing the duties of the position.

STRENGTHS OF A SUCCESSFUL ACCOUNT SPECIALIST

• An eagerness and enthusiasm to learn and be a part of their respective Unit within the Risk Practice
• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients’ needs
• An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
• The entrepreneurial spirit, with a desire to learn the Property and Casualty insurance industry and grow within the Company
• The initiative to actively participate in personal development and the pursuit of technical excellence through professional designations, industry workshops etc.

REWARDS OF BEING AN ACCOUNT SPECIALIST AT LOCKTON

• Direct exposure to a career path that offers career-long growth opportunities
• A robust collaborative training program
• Ongoing one-on-one coaching sessions including meaningful feedback
• Networking opportunities at all levels of the company
• A balance of individual and collaborative work within a team environment
• Contributing to meaningful work valued by our clients
• Opportunities to participate in social activities and community giving events

Requirements:

• Bachelor's degree in business or related field or equivalent experience required
• Ability to represent Lockton with integrity and professionalism at all times
• Comfortable working in Office Suite (Excel, Outlook, etc.)
• Strong customer service, communication, and project management skills
• Exceptional attention to detail and accuracy of work product
• Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth
• Ability to work both independently and in a team environment
• Organizational and time management skills to prioritize work and meet time-sensitive deadlines
• Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education
• Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility