At Lockton, were 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. Were 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.Secondary locations San DiegoBusiness unit West Series$54,600-$57,750Schedule Full-timeJob type StandardWorkplace HybridYour Responsibilities Description:Receives and responds to routine Clients inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staffPrepares written correspondence and makes telephone calls to underwriters as requested by senior staffReviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completionEvaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concernAssists in the renewal process by requesting and gathering enrollment, volume, benefit summary reportsHelps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staffAssists with financial reporting for renewals by gathering and compiling Client detailsExecutes any requested changes on policiesPeriodically assists in loss-run requestsExtends expiring binders as requested by senior staffResponds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completedAssistants in the upkeep of carrier product informationEnter data into data management system and audit for accuracy, completeness, and conformity to established proceduresMaintains and keeps records of ClientsCompiles preliminary numbers for promulgating experience modification, and orders worksheetsIssues and processes Client invoicingAssist is the research of invoice and billing errorsAcquires an understanding of insurance brokerage business and account servicing processesResearches industry trends and governmental regulationsPerforms other responsibilities and duties as neededQualifications Qualifications:Bachelors Degree in Business Administration or related field and/or years of experience equivalentUp to three years of Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredUnderstands industry trends and governmental regulationsAbility to complete continuing education requirements as neededAbility to attend company, department, and team meetings as required, including industry training sessionsAbility to comply with all company policies and procedures, proactively protecting confidentiality of client and company informationAbility to efficiently organize work and manage time in order to meet deadlinesAbility to travel by automobile and aircraftAbility to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machineAbility to work on a computer for a prolonged amount of timeAbility to work outside of normal business hours as neededLegally able to work in the United StatesEqual Opportunity Statement Lockton Companies is proud to provide everyone anequal 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 learnsfrom, celebrates and thrives because of ourbreadth 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 10,000 Associates doing business in over 100 countries are empowered to do whats 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.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.#J-18808-Ljbffr

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