Account Services Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Lockton · 2 days ago

Account Services Associate

Lockton is a company that provides commercial insurance services, and they are seeking an Account Services Associate to assist in the new and renewal business process. This role involves providing technical support, ensuring data accuracy, and fulfilling certificate requests for clients.

Auto InsuranceInsuranceRisk Management

Responsibilities

Assist in the new and renewal business process by:
Entering data then verifying the data is accurate and conforms to established procedures
Completing and reviewing certificates as directed by the respective account team
Preparing auto identification cards for the respective account team
Fulfill daily certificate requests as required for each client by following Lockton’s quality procedures to ensure compliance
Obtain flood determinations as needed by unit for insured locations
Prepare correspondence and/or make calls to account team, certificate holders or clients as needed in a timely and professional manner
Save all correspondence electronically
Perform other work-related duties in accordance with detailed instructions from account team
Protect the confidentiality of information learned by performing the duties of the position

Qualification

MS Office SuiteCommercial property/casualtyCustomer serviceDeadline drivenAttention to detail

Required

Bachelor's degree in Business or a related field and/or equivalent education or work experience
Strong working knowledge of MS Office Suite
Strong attention to detail required
Strong customer service skills required
Ability to work in a deadline driven environment

Preferred

General understanding of commercial property/casualty coverages is preferred but not required

Company

Lockton provides risk management and insurance services.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mohammad Al Abdul Jabbar
Chief Executive Officer
linkedin
leader-logo
Scott Bastian
Senior Vice President
linkedin
Company data provided by crunchbase