Senior Account Specialist

3 days ago

Chicago, Illinois, United States Lockton Full time
Senior Account Specialist Job Description

Job Summary: We are seeking a highly skilled and motivated Senior Account Specialist to join our team at Lockton. As a Senior Account Specialist, you will play a critical role in providing exceptional client service and support to our clients.

Key Responsibilities:

  • Provide technical support to the Risk practice throughout the client renewal and new business onboarding process.
  • Embedded within a Risk Unit, supporting Account Managers, Senior Account Managers, and Account Executives.
  • Assume direct responsibility for a limited number of clients, including associated renewal activities.
  • Deliver transactional excellence and provide outstanding customer service in support of the broader client team.
  • Be an integral part of day-to-day client servicing, encompassing strong client and carrier communication.
  • Partner with account team on renewal servicing, including 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.

Requirements:

  • 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.

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