Senior Account Specialist

2 weeks ago

St Louis, United States Lockton Full time

The Senior Account Specialist (SAS) is designed for Associates who have completed 18-24 months as an Account Specialist or those with 2-4 years of relevant insurance experience. The Senior Account Specialist is designed to provide the technical and practical training needed to develop the Associate as they look forward to a successful and long-term career with the Lockton Midwest Series.

The SAS provides the Risk practice with technical support throughout the client renewal and new business onboarding process. The SAS is embedded within a Risk Unit, supporting Account Managers, Senior Account Managers and Account Executives. Select SAS's will assume direct responsibility for a limited number of clients including associated renewal activities. A high performing and successful SAS will deliver transactional excellence and provide outstanding customer service in support of the broader client team.

EXPECTED CONTRIBUTIONS

  • Be an integral part of day-to-day client servicing encompassing strong client and carrier communication
  • Deliver standards of excellence in line with Lockton's operating procedures by adhering to standardized policies, processes, and systems
  • Partner with account team on renewal servicing including (but not limited to) gathering client exposures, applications, and loss information
  • Provide support on key client post renewal deliverables
  • Execute all changes requested on the program during the policy term, monitor for receipt of endorsements, and validate accuracy
  • Set up new clients in Client Master, Nexsure, and ImageRight.
  • Set up annual ImageRight files for assigned accounts.
  • Create new exposure template or flip from existing exposure workbook; update formatting for new term.
  • Pull loss runs and create loss summary including large loss detailed breakout.
  • Update statement of value with flood zones for all locations. Update wind and earthquake zones at account executive direction.
  • Schedule internal pre-renewal meeting. Consult with account executive on invitees, timing, and venue.
  • Close out open endorsements.
  • Use loss runs for loss forecasting needs, if applicable.
  • Update Nexsure with NI/entities per client renewal updates.
  • Order experience mod - compare to expiring, advise both account manager and account executive of any change.
  • Pull expiring QA coverage workbooks, along with new carriers, as quotes arrive for comparison.
  • Review provisions in account specialist certificate holder reports that must be endorsed to policies.
  • Send copies of proposal docs to unit manager/account executive.
  • Premium finance quotes, if applicable.
  • Issue invoices and surplus lines filings.
  • Send carrier invoices to accounting.
  • Update Nexsure to reflect accurate account team assignments.
  • Prepare binders.
  • Create/update/send program graphic (include LFS) per account manager instructions.
  • Create claims kit and send to claims Associate.
  • Email renewal deliverables to client.
  • Forward underlying binders to Excess carrier(s).
  • Workers' Compensation posting notices to account specialist.
  • Track policy receipts and update shared policy tracker.
  • Check policies for assigned accounts in accordance with company procedures.
  • Follow-up on open endorsements and update annualization tracker and historical premium summary.
  • Set audit follow up for 60 days post expiration as applicable.
  • Prepare written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner.
  • Handle special projects as assigned.
  • Make a positive contribution to client satisfaction and constantly strive to improve service to the clients.
  • Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
  • Protect the confidentiality of information learned by performing the duties of the position.
STRENGTHS OF A SUCCESSFUL SENIOR ACCOUNT SPECIALIST
  • An eagerness and enthusiasm to learn and be a part of their respective Unit within the Risk Practice
  • Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
  • An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients' needs
  • An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
  • The entrepreneurial spirit, with a desire to learn the Property and Casualty insurance industry and grow within the Company
  • The initiative to actively participate in personal development and the pursuit of technical excellence through professional designations, industry workshops etc.
REWARDS OF BEING A SENIOR ACCOUNT SPECIALIST AT LOCKTON
  • Direct exposure to a career path that offers tremendous growth opportunity
  • Robust onboarding and ongoing training
  • Hybrid work environment
  • Ongoing one-on-one coaching sessions including meaningful feedback
  • Networking opportunities at all levels within the organization and with carrier partners
  • A balance of individual and collaborative work within a team environment
  • Opportunities to participate in social activities and community giving events
  • Bachelor's degree in business or related field or equivalent experience required
  • General understanding of commercial Property/Casualty coverages with at least one year of insurance experience preferred
  • Ability to represent Lockton with integrity and professionalism at all times
  • Comfortable working in Office Suite (Excel, Outlook, etc.)
  • Strong customer service, communication, and project management skills
  • Exceptional attention to detail and accuracy of work product
  • Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth
  • Ability to work both independently and in a team environment
  • Organizational and time management skills to prioritize work and meet time-sensitive deadlines
  • Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education
  • Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates, and thrives because of our breadth of differences. As such, we recognize that recruiting, developing, and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

#LI-Hybrid

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