Account Analyst - PS

Account Analyst - PS

Location: Tampa, Florida, United States of America

Bag Icon Client Services

Profile Icon 2601TI

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Account Analyst - PS

Location Icon Tampa, Florida, United States of America

Bag Icon Client Services

Profile Icon 2601TI

Apply nowShare

Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit

Southeast Series

Schedule

Full-time

Lockton

Benefits

• Offerings

• Click Here

• Workplace

• In Office

• Responsibility Icon

• Your Responsibilities

Description

• 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 Icon

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

AI Proficiency Required: Intermediate: candidates should be able to:

• Effectively use generative AI tools for research, analysis, communication, and workflow optimization.

• Validate AI-generated outputs for accuracy and appropriateness.

• Apply sound judgment regarding data privacy, security, and regulatory requirements.

• Identify opportunities to improve team effectiveness through responsible use of AI.

• Equal Opportunity Statement

• Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

• At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

• About Lockton

• Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

• At Lockton, we believe in the power of all people. You belong at Lockton.

• How We Will Support You

• At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

• We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

• Learn more about your Lockton experience

• No Agencies Please

• Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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• Life at Lockton

• April 20, 2023

• Stephanie Robinson P...

• Lockton is pleased to announce the promotion of Stephanie Robinson to Chief Diversity Officer. Stephanie joined Lockton in February 2022 as Director of Diversity, Equity and Inclusion after building and leading DEI at Blue Cross and Blue Shield of Kansas City. Stephanie has also worked in Human Resources at UMB Financial, H&R Block, Cerner Corporation and Quest Diagnostics. In the community, Stephanie currently works with Jackson County CASA. "Stephanie hit the ground running, meeting with people across Lockton to fully understand our culture and identify areas of opportunity,” said Peter Clune, CEO of Lockton. “I’m proud of the great work that has been accomplished and look forward to Stephanie’s continued impact.” In her new role, Stephanie will be taking the helm from Brian Roberts who has been leading the development and execution of Lockton’s DEI strategy as Chief Diversity Officer while also leading the Midwest Series as COO. I want to thank Brian for his leadership over the last few years and his work setting us up for continued progress. “I am excited to serve as Lockton’s new Chief Diversity Officer," said Robinson. "I will continue in my efforts to advance DEI and make Lockton a place where all people feel welcome, valued and excited to build a career here.“

• April 20, 2023

• Empowered people tod...

• Environmental responsibility, social impact and corporate governance (ESG) considerations play an important role in how we approach our business and our culture at Lockton, and what makes Lockton stand apart is also what makes us better: independence. The components of ESG are not new to us — in fact, many elements of an ESG strategy are reflected in the philosophies we abide by every day. A group representing Lockton’s senior and regional leadership, product line leaders, and experts across the globe came together to formally explore all areas of our business and the steps we have