Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
Responsible for strategic coordination and execution of administrative and service functions for assigned accounts
Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and carrier
Gather and compile exposure information, including loss-run schedules and stratifications
Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Account Executive.
Request and collect new and renewal quotes from carriers
Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
Bind coverage under the direction of the Unit Manager and/or Account Executive
Generate marketing and informational material for client presentations and meetings
Assist with the issuance and processing of client invoicing and bill discrepancies. This will also involve working with the Surplus Lines Department, as needed.
Utilize an inquisitive mindset to researches industry trends and governmental regulations that may impact the client and/or Lockton
Oversight of the Certificate of Insurance and Auto ID card renewal process. Will also help manage day to day requests submitted by clients.
Lend support to the team with contract and policy reviews
Additional tasks, as requested by leadership
Qualifications
Bachelor’s Degree in Insurance and Risk Management or related field preferred
Minimum of two (2) years of related commercial, underwriting, or risk management experience