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Lockton · 1 day ago

Account Analyst - Real Estate Insurance

Tampa, FL

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Lockton is a leading insurance brokerage firm, and they are seeking an Account Analyst to support their commercial insurance programs and client service efforts. The role involves learning the fundamentals of insurance, coordinating with clients and internal teams, and providing administrative support to ensure a positive customer service experience.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Learning the basics of program administration, pre and post renewal and ongoing

Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests

Builds skillset to support clients facing activities in verbal communications and correspondence

Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data

Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events

Coordinates client invoices including monitoring errors or 'suspense' items and processes producer allocations as needed

Builds skillset to audit renewal invoices and confirm accuracy

Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up

Process and issue binders, invoices, auto id cards, and claims instructions

Order appropriate changes and corrections from completed policy review or policy endorsements

Complete the initial policy checks, policy files, client manuals and summaries

Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM

Coordinate gathering of reporting for renewal process or to support client questions

Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently

Initiating Action: Taking prompt action to accomplish work goals; taking action to achieve results beyond what is being required; being proactive

Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed

Earning Trust: Gaining others’ confidence by acting with integrity and following through on commitments while disclosing their own positions; treating others and their ideas with respect and supporting them in the face of challenge

Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time

Qualification

Client service experiencePropertyCasualty knowledgeFinancial analysisMicrosoft ExcelMicrosoft PowerPointMicrosoft WordQuality orientationCommunication skillsTime managementIntegrity

Required

0-1 years' experience client service or customer service

Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry

Builds basic knowledge of property and casualty coverages

Build basic awareness of insurance funding mechanisms and the structures available for clients

Ability to compile and analyze financial information

Proficiency in the use of Microsoft Word, Excel, and PowerPoint

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2023 (1)