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Account Specialist

Lockton

Account SpecialistThe Account Specialist (AS) operates within the centralized Account Specialist Unit of the Risk Solutions practice, assisting across various insurance verticals during client renewals and new business onboarding. During their tenure in the Account Specialist Unit, individuals will receive essential technical and practical training to foster their growth toward a successful and long-term career with the Lockton Midwest Series.Expected ContributionsDelivers transactional excellence and provides outstanding customer service in support of the broader client teamConveys standards of excellence in line with Lockton's operating procedures by adhering to standardized policies, processes, and systemsAssists in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each clientFulfills daily certificate requests as required for each client following Lockton's quality procedures to ensure complianceObtains flood determinations as needed for insured locationsDelivers workers' compensation posting notices, as directed by the team, to ensure compliance with states' rules and regulationsPrepares written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional mannerMakes a positive contribution to client satisfaction and strives to improve service to the clientsCommunicates in a professional manner to contribute to a cohesive, pleasant work environmentProtects the confidentiality of information learned by performing the duties of the positionHandles special projects as assignedStrengths of a Successful Account SpecialistActively participates in personal development and the pursuit of technical excellence through professional designations, industry workshops, and other opportunitiesAn eagerness and enthusiasm to learn the insurance industry and grow within the companyStrong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writingA strong team player, assisting others within the unit during busy renewal cycles and high-volume periods.An ability to excel in a dynamic environment, optimize productivity, and meet deadlines without compromising quality of workRewards of Being an Account Specialist at LocktonDirect exposure to a career path that offers growth opportunitiesA robust training program for all learning styles to position the AS for successOngoing one-on-one development meetings with management including meaningful feedback on strengths and development areasA balance of individual and collaborative work within a team environmentContributing to meaningful work valued by our clients and account teamsNetworking opportunities at all levels of the companyOpportunities to participate in social activities and community giving eventsHybrid work environmentCompensation and BenefitsLockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.Check out Lockton Benefits Offerings HereBachelor's degree in business or related field or equivalent experience requiredAbility to represent Lockton with integrity and professionalism at all timesStrong customer service, communication, and project management skillsExceptional attention to detail and accuracy of work productOrganizational and time management skills to prioritize work and meet time-sensitive deadlinesAbility to work both independently and in a team environmentLifelong learner who is excited by a challenge and looking for consistent personal and professional growthWillingness to expand knowledge and effectiveness in insurance industry through extended insurance educationComfortable working in Office Suite (Excel, Outlook, etc.)

Vacancy posted 1 day ago
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