Senior Analyst
7 days ago
About Lockton Northeast
For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Core Responsibilities
- Supports Unit Manager, Account Executive or Senior Client Manager on assigned accounts
- Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Provides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategy
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer
- Gathers and compiles exposure information from the Client
- Requests and collects quotes (new and renewal) from carriers
- Audits quotes, binders, and endorsements and makes requests for changes as needed
- Processes audits and creates audit analysis for Client
- Receives policy, then updates and completes policy check to ensure completeness
- Updates specifications, application, and summary information to reflect changes during the year
- Builds coverage specifications under direction of the Unit Manager, Account Executive or Senior Client Manager
- Informs Client of any and all changes that may affect insurance premiums or coverage
- Gathers and compiles information for new business opportunities and generates materials for Client presentations and meetings
- Creates and sends compliance communications as needed
- Works with TSA to issue and process Invoices, Certificates of Insurance and Auto ID Cards
- Resolves accounting issues
- Performs other responsibilities and duties as needed
A successful candidate will: - Become an invaluable member of the service team to the client as indicated through annual client feedback
- Solicit feedback regularly from team and actively make progress towards goals
- Proactively communicate with internal teams
- Attend internal and carrier trainings to improve skill set market knowledge
- Share new experiences that would be of value to the broader Lockton benefits team
- Show effectiveness in prospect meeting
- Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
- A minimum of two years of commercial Property and Casualty insurance experience and / or insurance broking / consulting experience highly preferred
- Ability to efficiently organize work and manage time in order to meet deadlines
- Exceptional verbal, written, and interpersonal skills
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Willingness and ability to work outside of normal business hours and travel as needed
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Legally able to work in the United States and will not require sponsorship for this position, now or in the future
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