Senior Account Analyst

2 weeks ago

Atlanta, GA, United States Lockton, Inc. Full time
Job Summary:

The Senior Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns. The Senior Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline. The Senior Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.

  • Learns the basic of program administration, pre and post renewal and ongoing.
  • Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests.
  • Builds skillset to support client facing activities in verbal communications and correspondence.
  • Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
  • Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events
  • Coordinates client invoicing including monitoring errors or "suspense" items and processes producer allocations as needed. Builds skillset to audit renewal invoices and confirm accuracy.
  • Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
  • Process and issue binders, invoices, auto id cards, and claims instructions. Order appropriate changes and corrections from completed policy review or policy endorsements.
  • Complete the initial policy checks, policy files, client manuals and summaries.
  • Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
  • Coordinate gathering of reporting for renewal process or to support client questions.
Requirements:

Requirements
  • Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
  • At least 3 years' experience in the insurance industry, specifically in the employee benefits area is required.
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
  • Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
  • Demonstrated presentation skills including preparation and execution.
  • Strong project management and organizational skills.
  • Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
  • Ability to interact with vendors effectively.
  • Good working knowledge of financial arrangements and products available to clients.

  • Senior Financial Analyst, Cash Accounting

    2 weeks ago

    Atlanta, GA, United States Home Depot Full time

    Position Purpose: The Corporate Controllership team serves as a strategic and innovative partner focused on supporting business growth, as part of a world-class controllership organization. The Senior Analyst is responsible for the day to day activities for their tower (e.g., procure to pay (P2P), Order to Cash (OTC), or Record to Report (R2R)). This role...

  • Senior Financial Analyst, Cash Accounting

    1 week ago

    Atlanta, GA, United States Home Depot Full time

    Position Purpose: The Corporate Controllership team serves as a strategic and innovative partner focused on supporting business growth, as part of a world-class controllership organization. The Senior Analyst is responsible for the day to day activities for their tower (e.g., procure to pay (P2P), Order to Cash (OTC), or Record to Report (R2R)). This role...

  • Senior Financial Analyst, Cash Accounting

    4 hours ago

    Atlanta, GA, United States Home Depot Full time

    Position Purpose: The Corporate Controllership team serves as a strategic and innovative partner focused on supporting business growth, as part of a world-class controllership organization. The Senior Analyst is responsible for the day to day activities for their tower (e.g., procure to pay (P2P), Order to Cash (OTC), or Record to Report (R2R)). This role...

  • Accounting Senior Financial Analyst

    2 days ago

    Atlanta, GA, United States Multi-Color Corporation Full time

    Build your Career with an Industry Leader As the global leader of premium labels, MCC helps brands stand out in competitive markets and inspire positive consumer experiences. Backed by over a century of printing experience, MCC is focused on the future by developing consumer-driven innovations and sustainable packaging solutions. Working for our team, you...

  • Accounting Senior Financial Analyst

    1 week ago

    Atlanta, GA, United States Multi-Color Corporation Full time

    Build your Career with an Industry Leader As the global leader of premium labels, MCC helps brands stand out in competitive markets and inspire positive consumer experiences. Backed by over a century of printing experience, MCC is focused on the future by developing consumer-driven innovations and sustainable packaging solutions. Working for our team, you...

  • Senior Business Systems Analyst

    4 days ago

    Atlanta, GA, United States Global Channel Management Full time

    About the job Senior Business Systems Analyst Senior Business Systems Analyst needs 10 years experience. Senior Business Systems Analyst requires: Experience with digital banking, Online Account Opening of consumer and small business bank accounts, and retail banking products Experience defining new digital products, deploying digital-led technology...

  • Senior Budget Analyst

    1 week ago

    Atlanta, GA, United States S2 Technologies Full time

    Position Title: Senior Budget Analyst Position Overview: S2Technologies is actively seeking a Senior Budget Analyst to provide support assisting with the development of DHS business process improvements and modernization projects. Key responsibilities include: drafting modern business methods, helping to identify best practices, and drafting performance...

  • Accounting Senior Financial Analyst

    2 weeks ago

    Atlanta, GA, United States Multi-Color Corporation MCC Full time

    Build your Career with an Industry Leader As the global leader of premium labels, MCC helps brands stand out in competitive markets and inspire positive consumer experiences. Backed by over a century of printing experience, MCC is focused on the future by developing consumer-driven innovations and sustainable packaging solutions. Working for our team, you...

  • Accounting Senior Financial Analyst

    2 weeks ago

    Atlanta, GA, United States Multi-Color Corporation MCC Full time

    Build your Career with an Industry Leader As the global leader of premium labels, MCC helps brands stand out in competitive markets and inspire positive consumer experiences. Backed by over a century of printing experience, MCC is focused on the future by developing consumer-driven innovations and sustainable packaging solutions. Working for our team, you...

  • Accounting Senior Financial Analyst

    4 days ago

    Atlanta, GA, United States Multi-Color Corporation MCC Full time

    Build your Career with an Industry Leader As the global leader of premium labels, MCC helps brands stand out in competitive markets and inspire positive consumer experiences. Backed by over a century of printing experience, MCC is focused on the future by developing consumer-driven innovations and sustainable packaging solutions. Working for our team, you...