Senior Account Administrator- Project Risk

The Senior Account Administrator provides a commercial insurance department/unit with technical and administrative support while assisting with training and mentoring new associates, promoting teamwork and assisting with associate development. Position responsibilities • Responsibilities of an Account Administrator including, but not limited to: o Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service o Create, modify, and ensure accuracy of Client Profile Information o Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed o Manage Fee Agreement Workflow, when needed o Create and Maintain Client Claims Manual o Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action o Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met o Gather and Review Renewal Information from Client o Ensure proper filing of client/carrier correspondence within Document Management System o May provide backup assistance for team during vacations or leaves of absence o Manage Policy E-delivery to Client o Review, file, and process all client specific new mail and determine if/what action is needed o Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per CID guidelines o Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations • Provide advanced client contact during escalated circumstances. • Work with other teams within Lockton, including but not limited to Center- IT, Center Accounting, IOS, etc. to pilot, review and/or create new workflows utilizing new or existing technology. • Advocate and support best practices based on understanding of client/team needs. • Guide, train, and encourage new AAs in Lockton processes, procedures and protocols and best practices. • Be an advocate for new AAs and provide feedback to team leads and directors on progress of new AAs. • Demonstrate Lockton culture with new associates. • Review client claims and exposures prior to submitting to analytics. • Review contractual requirements to ensure client program meets insurance certificate requests. • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer • Attend carrier functions as needed • Train, mentor and be a resource for other associates. Motivate, instruct, and promote teamwork and associate development • Perform other work-related duties as assigned The Senior Account Administrator provides a commercial insurance department/unit with technical and administrative support while assisting with training and mentoring new associates, promoting teamwork and assisting with associate development. Position responsibilities • Responsibilities of an Account Administrator including, but not limited to: o Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service o Create, modify, and ensure accuracy of Client Profile Information o Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed o Manage Fee Agreement Workflow, when needed o Create and Maintain Client Claims Manual o Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action o Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met o Gather and Review Renewal Information from Client o Ensure proper filing of client/carrier correspondence within Document Management System o May provide backup assistance for team during vacations or leaves of absence o Manage Policy E-delivery to Client o Review, file, and process all client specific new mail and determine if/what action is needed o Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per CID guidelines o Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations • Provide advanced client contact during escalated circumstances. • Work with other teams within Lockton, including but not limited to Center- IT, Center Accounting, IOS, etc. to pilot, review and/or create new workflows utilizing new or existing technology. • Advocate and support best practices based on understanding of client/team needs. • Guide, train, and encourage new AAs in Lockton processes, procedures and protocols and best practices. • Be an advocate for new AAs and provide feedback to team leads and directors on progress of new AAs. • Demonstrate Lockton culture with new associates. • Review client claims and exposures prior to submitting to analytics. • Review contractual requirements to ensure client program meets insurance certificate requests. • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer • Attend carrier functions as needed • Train, mentor and be a resource for other associates. Motivate, instruct, and promote teamwork and associate development • Perform other work-related duties as assigned Position qualifications • Bachelor’s degree or equivalent education and/or work experience preferred • General understanding of commercial property and casualty coverages required • Must understand commercial rating concepts • Proficiency in the use of Microsoft Word, Excel and Outlook is required; PowerPoint desired. • High aptitude for accuracy in mathematical calculations • Strong attention to detail, analytical and critical thinking skills, and strong documentation skills required • Must be approachable and have demonstrated leadership abilities • Must be able to work independently, efficiently, and effectively with limited supervision • Proven ability to analyze work, identify problems (e.g., errors, inconsistencies), proactively take appropriate action, and follow through to ensure resolution • Strong knowledge and mastery of Lockton’s policies, procedures, and systems • 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 deadlines. Must be results-oriented with the ability to change priorities as needed. • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information • 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 • Ability to work outside of regular business hours as needed • Legally able to work in the United States This position may be eligible for annual discretionary bonus consideration. Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits. PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills. Position qualifications • Bachelor’s degree or equivalent education and/or work experience preferred • General understanding of commercial property and casualty coverages required • Must understand commercial rating concepts • Proficiency in the use of Microsoft Word, Excel and Outlook is required; PowerPoint desired. • High aptitude for accuracy in mathematical calculations • Strong attention to detail, analytical and critical thinking skills, and strong documentation skills required • Must be approachable and have demonstrated leadership abilities • Must be able to work independently, efficiently, and effectively with limited supervision • Proven ability to analyze work, identify problems (e.g., errors, inconsistencies), proactively take appropriate action, and follow through to ensure resolution • Strong knowledge and mastery of Lockton’s policies, procedures, and systems • 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 deadlines. Must be results-oriented with the ability to change priorities as needed. • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information • 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 • Ability to work outside of regular business hours as needed • Legally able to work in the United States This position may be eligible for annual discretionary bonus consideration. Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits. PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.

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