Lockton · 1 week ago

Project Coordinator

San Diego, CA

Full-time

Onsite

Entry Level

Wonder how qualified you are to the job?

ConsultingEmployee Benefits

Actively Hiring

Insider Connection @Lockton

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

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 correspondence and makes telephone calls to underwriters as requested by senior staff

Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion

Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern

Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports

Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff

Assists with financial reporting for renewals by gathering and compiling Client details

Executes any requested changes on policies

Periodically assists in loss-run requests

Extends expiring binders as requested by senior staff

Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed

Assistants in the upkeep of carrier product information

Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures

Maintains and keeps records of Clients

Compiles preliminary numbers for promulgating experience modification, and orders worksheets

Issues and processes Client invoicing

Assist is the research of invoice and billing errors

Acquires an understanding of insurance brokerage business and account servicing processes

Researches industry trends and governmental regulations

Performs other responsibilities and duties as needed

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client servicesMicrosoft Office SuiteGovernmental regulations understandingContinuing educationConfidentiality protectionDeadline managementOffice equipment useComputer proficiencyLegal work authorizationVerbal communicationInterpersonal communicationProblem solvingTime management