Employer: Lockton, Inc.

Industry:

Salary: Competitive

Job type: Full-Time

Job Summary:

Takes guidance from and supports senior staff members.
Issues and processes Client invoicing. Assists in the research of invoice and billing errors.
Handles Certificate and Auto ID Card requests from clients.
Reviews and processes policies and endorsements for accuracy of coverage, policy, content and form completion. Makes requests for changes as needed.
Open/maintains billing screen, reports issues including accounts receivable/payable with follow-up to account managers.
Compiles exposure information from the Client, including compiling loss-run schedules and SOV’s.
Updates renewal specifications, application, and summary information to reflect changes during the year.
Inputs Client information into data management system, ensuring accuracy and completeness.
Generates materials for Client presentations and meetings.
Creates and sends compliance communications as needed.
Performs other responsibilities and duties as needed.

Requirements:

Bachelor's degree or equivalent work experience.
Ideally a minimum of one (1) year of experience within the insurance industry (commercial lines experience preferred).
Foundational knowledge of policy language and basic coverages.
Working knowledge of Microsoft Office Suite and other platforms; (Outlook, Excel, Teams, Webex and ImageRight).
Strong verbal and interpersonal communication skills required.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
Strong organizational skills, including time management and ability to prioritize responsibilities and requests to meet deadlines.

Created: 2024-08-22

Reference: 2401HH

Country: United States

State: Alabama

City: Birmingham

ZIP: 35218

Assistant Account Manager/Account Manager