Lockton · 2 days ago
Senior Analyst
Philadelphia, PA
Full-time
Hybrid
Mid, Senior Level
2+ years expLockton is a leading insurance brokerage firm, and they are seeking a Senior Analyst to support their client service team. The role involves managing client inquiries, maintaining documentation, and assisting with the implementation of new insurance coverage while ensuring compliance with company protocols.
Auto InsuranceInsuranceRisk Management
No H1B
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
Qualification
Required
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
Preferred
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
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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2025-04-19
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