Lockton
Account Administrator
role at
Lockton
– location: Omaha, NE.
Responsibilities
Receives and responds to routine client 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 checklist 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 produce 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 updates the report when a task is completed.
Maintains and keeps records of clients.
Compiles preliminary numbers for experience modification and orders worksheets.
Issues and processes client invoicing.
Researches industry trends and governmental regulations.
Performs other responsibilities and duties as needed.
Qualifications
Bachelor’s Degree in Business Administration or related field and/or equivalent experience.
Up to three years of client services experience is required.
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
Strong verbal and interpersonal communication skills required.
Understands industry trends and governmental regulations.
Ability to complete continuing education requirements as needed.
Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
Ability to efficiently organize work and manage time to meet deadlines.
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
Legally able to work in the United States.
Referrals increase your chances of interviewing at Lockton by 2x.
#J-18808-Ljbffr
role at
Lockton
– location: Omaha, NE.
Responsibilities
Receives and responds to routine client 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 checklist 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 produce 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 updates the report when a task is completed.
Maintains and keeps records of clients.
Compiles preliminary numbers for experience modification and orders worksheets.
Issues and processes client invoicing.
Researches industry trends and governmental regulations.
Performs other responsibilities and duties as needed.
Qualifications
Bachelor’s Degree in Business Administration or related field and/or equivalent experience.
Up to three years of client services experience is required.
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
Strong verbal and interpersonal communication skills required.
Understands industry trends and governmental regulations.
Ability to complete continuing education requirements as needed.
Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
Ability to efficiently organize work and manage time to meet deadlines.
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
Legally able to work in the United States.
Referrals increase your chances of interviewing at Lockton by 2x.
#J-18808-Ljbffr