Description: Services designated book of business as relating to marketing, claims, and administration Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions Sup…
Skills: Account Management, Client Services, Insurance Administration, Microsoft Office Suite, Communication Skills
Description: Services designated book of business as relating to marketing, claims, and administration Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions Sup…
Skills: Account Management, Client Services, Insurance Administration, Microsoft Office Suite, Communication Skills
Description: Services designated book of business as relating to marketing, claims, and administration Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions Sup…
Skills: Account Management, Client Services, Insurance Administration, Microsoft Office Suite, Interpersonal Communication
Charlotte, North Carolina, United States · On-site
Mid level$2.2B raised
Description: Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written corre…
Skills: Client Services, Microsoft Office Suite, Financial Reporting, Insurance Brokerage, Data Management
Charlotte, North Carolina, United States · On-site
Mid level$2.2B raised
Description: Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written corre…
Skills: Client Services, Microsoft Office Suite, Financial Reporting, Insurance Brokerage, Data Management
Charlotte, North Carolina, United States · On-site
Mid level$2.2B raised
Description: Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written corre…
Skills: Client Services, Microsoft Office Suite, Financial Reporting, Insurance Brokerage, Data Management
Charlotte, North Carolina, United States · On-site
Mid level$2.2B raised
Description: Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written corre…
Skills: Client Services, Microsoft Office Suite, Financial Reporting, Insurance Brokerage, Data Management
Charlotte, North Carolina, United States · On-site
Mid level$2.2B raised
Description: Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written corre…
Skills: Client Services, Microsoft Office Suite, Financial Reporting, Insurance Brokerage, Data Management
Charlotte, North Carolina, United States · On-site
Mid level$2.2B raised
Description: Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written corre…
Skills: Client Services, Microsoft Office Suite, Financial Reporting, Insurance Brokerage, Data Management
Lockton is seeking a motivated, team player who is interested in building a long-term, rewarding insurance career at an organization focused on your growth and development. The Financial Lines Account Manager will provid…
Skills: Account Management, Commercial Insurance, Underwriting, Risk Management, Microsoft Office
Lockton is seeking a motivated, team player who is interested in building a long-term, rewarding insurance career at an organization focused on your growth and development. The Financial Lines Account Manager will provid…
Skills: Account Management, Commercial Insurance, Underwriting, Risk Management, Microsoft Office
Manager of Employee Benefits and Projects - Marietta, GA
Marietta, Georgia, United States · On-site
Senior$2.2B raised
At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve othe…
Manager of Employee Benefits and Projects - Marietta, GA
Marietta, Georgia, United States · On-site
Senior$2.2B raised
At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve othe…
Generates new business opportunities through cross-sellingMaintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesWorks at a strategic level …
Generates new business opportunities through cross-sellingMaintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesWorks at a strategic level …
The Senior Financial Analyst contributes to development, delivery and related consulting on health and welfare financial work for employer clients Midwest Series. They will leverage and analyze data in collaboration with…
Skills: Financial Analysis, Health Benefit Plans, Data Analysis, Rate Setting, Plan Design Modeling
Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives Proactively understands the requirements and needs of a Client ac…
Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives Proactively understands the requirements and needs of a Client ac…
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES • Work collaboratively with client service and actuarial/financial teams to collect, validate, and reconcile data for accuracy and consistency. • Integrate data from multiple sou…
Skills: Actuarial Modeling, Data Validation, Financial Reporting, Microsoft Excel, VBA
The Director of Operations is a new leader position that assists the Practice Leader with leading the Team as well as operate as a first chair Account Executive. They are the leader of multi-level risk management team re…
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Full-time
bachelor degree
Posted 33d ago
~40 hrs/week
Responsibilities
Manage a designated book of business by handling marketing, claims, and administration while responding to client inquiries. Coordinate with carriers to collect quotes, audit policies, and ensure accurate documentation and billing.
Requirements
Requires a Bachelor's degree in Business Administration or equivalent experience, typically with three to seven years of client services experience. Must be proficient in Microsoft Office and possess strong interpersonal communication skills.
Full job description
Description:
Services designated book of business as relating to marketing, claims, and administration
Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
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
Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
Binds coverage under direction of the Unit Manager/Account Executive
Informs Client of any and all changes that may affect insurance premiums or coverage
Gathers and compiles information for new business opportunities
Inputs Client information into data management system, ensuring accuracy and completeness
Generates materials for Client presentations and meetings
Creates and sends compliance communications as needed
Issues and processes Client invoicing
Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
Researches industry trends and governmental regulations
Performs other responsibilities and duties as needed
Qualifications:
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Typically three to seven years of Client services experience is required
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US