Apply on Employer Site

Lockton · 1 day ago

Senior Account Analyst - Private Equity Insurance

Pembroke Pines, FL

Full-time

Onsite

Mid, Senior Level

0+ years exp

Lockton is a renowned insurance brokerage firm seeking a Senior Account Analyst in the Private Equity Insurance sector. The role involves responding to client inquiries, processing policies, assisting in renewals, and maintaining client records, while also collaborating with senior staff on more complex issues.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

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

Client service experienceFinancial analysisPropertyCasualty knowledgeInsurance funding awarenessMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

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

Builds 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)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)