Lockton
Account Administrator- Private Equity
Lockton, San Francisco, California, United States, 94199
The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.
Responsibilities
Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service.
Create, modify, and ensure accuracy of Client Profile Information.
Ensure accuracy and timeliness of Surplus Lines Filings and determine which filings are needed.
Create and maintain Client Claims Manual.
Manage incoming client/carrier correspondence and review/decide appropriate action.
Initiate, guide the renewal service cycle and ensure the timeline is met.
Gather and review renewal information from clients.
Ensure proper filing of client/carrier correspondence within the Document Management System.
Manage policy e‑delivery to clients.
Review, file, and process all client‑specific new mail.
Track/reconcile incoming and outgoing client premiums and invoices, working with internal specialist teams to correct accounting issues.
Check audits for accuracy, process, send instructions for invoicing, and determine when to confer with AE/AM regarding concerns.
Execute all changes for policies, monitor receipt and accuracy of endorsements, maintain accuracy of client exposure information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner.
Provide premium breakdowns and summaries as requested.
Manage client/account team/carrier/internal Lockton team associates’ expectations regarding workflows and special projects.
Ensure appropriate information is provided for completion of policy checks for the policy checking team.
Work with the team to update and ensure accuracy of proposals/summaries, final and accepted proposals.
Ensure accuracy regarding client information in systems.
Review incoming client certificate requests and provide instructions for processing.
Work with clients to ensure carrier applications are completed.
Make a positive contribution to customer satisfaction and continually strive to improve service to the customer.
Comply with Lockton's policies and procedures, including appropriate documentation.
Attend education workshops and carrier functions when requested.
Perform other work‑related duties as assigned.
Qualifications
Bachelor’s Degree in Business Administration or related field and/or equivalent experience.
General understanding of commercial property and casualty coverages preferred.
Company or agency experience in commercial insurance services desired.
Understanding of commercial rating concepts preferred.
Strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels.
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
High aptitude for accuracy in mathematical calculations.
Strong attention to detail.
Understanding of industry trends and governmental regulations.
Readiness to expand knowledge and effectiveness in the insurance industry through successful completion of extended insurance education beyond continuing education requirements as needed.
Organizational and time‑management skills to prioritize heavy workloads and meet time‑sensitive deadlines.
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
Legally able to work in the United States.
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Responsibilities
Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service.
Create, modify, and ensure accuracy of Client Profile Information.
Ensure accuracy and timeliness of Surplus Lines Filings and determine which filings are needed.
Create and maintain Client Claims Manual.
Manage incoming client/carrier correspondence and review/decide appropriate action.
Initiate, guide the renewal service cycle and ensure the timeline is met.
Gather and review renewal information from clients.
Ensure proper filing of client/carrier correspondence within the Document Management System.
Manage policy e‑delivery to clients.
Review, file, and process all client‑specific new mail.
Track/reconcile incoming and outgoing client premiums and invoices, working with internal specialist teams to correct accounting issues.
Check audits for accuracy, process, send instructions for invoicing, and determine when to confer with AE/AM regarding concerns.
Execute all changes for policies, monitor receipt and accuracy of endorsements, maintain accuracy of client exposure information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner.
Provide premium breakdowns and summaries as requested.
Manage client/account team/carrier/internal Lockton team associates’ expectations regarding workflows and special projects.
Ensure appropriate information is provided for completion of policy checks for the policy checking team.
Work with the team to update and ensure accuracy of proposals/summaries, final and accepted proposals.
Ensure accuracy regarding client information in systems.
Review incoming client certificate requests and provide instructions for processing.
Work with clients to ensure carrier applications are completed.
Make a positive contribution to customer satisfaction and continually strive to improve service to the customer.
Comply with Lockton's policies and procedures, including appropriate documentation.
Attend education workshops and carrier functions when requested.
Perform other work‑related duties as assigned.
Qualifications
Bachelor’s Degree in Business Administration or related field and/or equivalent experience.
General understanding of commercial property and casualty coverages preferred.
Company or agency experience in commercial insurance services desired.
Understanding of commercial rating concepts preferred.
Strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels.
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
High aptitude for accuracy in mathematical calculations.
Strong attention to detail.
Understanding of industry trends and governmental regulations.
Readiness to expand knowledge and effectiveness in the insurance industry through successful completion of extended insurance education beyond continuing education requirements as needed.
Organizational and time‑management skills to prioritize heavy workloads and meet time‑sensitive deadlines.
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
Legally able to work in the United States.
#J-18808-Ljbffr