Description:
Supports the Account Executives, Senior Client Managers and Client Managers in:
- Responding to Client’s inquiries, maintaining documentation of communications, existing issues, and issue resolutions
- The implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
- Providing Client service aligned with Lockton Northeast processes / protocols and our overall Client Engagement strategy
- Gathering and compiling exposure information from the Client, including compiling loss-run schedules and Client stratifications
- Requesting and securing quotes from insurers
- Audits, quotes, binders, and endorsements and makes requests for changes as needed
- Following up for insurance policies then updates and completes policy check to ensure
- completeness
- Updating specifications, application, and summary information to reflect changes during the
- year
- Informing Client of any and all changes that may affect insurance premiums or coverage
- Creating and sending compliance communications as needed
- Preparing / drafting Client Engagement documents (Renewal Strategy, Stewardship and
- Renewal Presentations)
- Works with Technical Services Assistant to issue and process Invoices, Certificates of Insurance
- and Auto ID Cards
- Resolves accounting issues
- Performs other responsibilities and duties as needed
Qualifications:
- Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required
- Ability to efficiently organize work and manage time in order to meet deadlines
- Exceptional verbal, written, and interpersonal skills
- Ability to comply with all company policies and procedures, proactively protecting
- confidentiality of client and company information
- Willingness and ability to work outside of normal business hours and travel as needed
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Legally able to work in the United States
