27 applicants

Company

Original Job Post

Lockton · 3 days ago

Project Coordinator

San Francisco, CA

Full-time

Onsite

Entry, Mid Level

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Insider Connection @Lockton

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

Responsibilities

Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service

Create, modify, and ensure accuracy of Client Profile Information

Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed

Create and Maintain Client Claims Manual

Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action

Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met

Gather and Review Renewal Information from Client

Ensure proper filing of client/carrier correspondence within Document Management System

Manage Policy E-delivery to Client

Review, file, and process all client specific new mail

Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines

Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations

Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns

Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner

Provide premium breakdowns/premium summaries, as requested

Manage client/account team/carrier/internal Lockton team associates’ expectations regarding workflows, special projects

Ensure appropriate information provided for completion of policy checks for policy checking team

Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal

Ensure accuracy regarding client information in systems

Review incoming client certificate requests and provide instructions for processing

Work with client to ensure carrier applications are completed

Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer

Comply with Lockton's policies and procedures, including appropriate documentation

Attend education workshops, and carrier functions, when requested

Perform other work-related duties as assigned

Qualification

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Microsoft Office SuiteMathematical calculationsInsurance educationComplianceConfidentiality protectionLegal work authorizationInterpersonal skillsAttention to detailOrganizational skillsTime managementCommercial insuranceProperty casualty coveragesCommercial rating conceptsProblem-solvingCommunication

Required

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

High aptitude for accuracy in mathematical calculations

Strong attention to detail required

Understands industry trends and governmental regulations

Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed

Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines

Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information

Legally able to work in the United States