Account Analyst - Real Estate Insurance

Your Responsibilities The Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns. The Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline. The Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.

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 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 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

Qualifications Qualifications:

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

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 attend company, department, and team meetings as required, including industry training sessions

Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

Ability to efficiently organize work and manage time in order to meet deadlines

Ability to travel by automobile and aircraft

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

Ability to work on a computer for a prolonged amount of time

Ability to work outside of normal business hours as needed

Legally able to work in the United States

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