Senior Account Administrator
2 months ago
Job Summary:
Senior Account Administrator
Property & Casualty
FLSA: Non-Exempt
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 responsibilitie
• 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 guideline
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 situation
• 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
Requirements:
Position qualification
• Bachelor's degree or equivalent education and/or work experience preferred
• General understanding of commercial property and casualty coverages required
• Must understand commercial rating concept
• Proficiency in the use of Microsoft Word, Excel and Outlook is required; PowerPoint desired.
• High aptitude for accuracy in mathematical calculation
• Strong attention to detail, analytical and critical thinking skills, and strong documentation skills required
• Must be approachable and have demonstrated leadership abilitie
• 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 system
• 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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