What are the responsibilities and job description for the Account Specialist - January 2027 position at Lockton?
The Account Specialist (AS) operates within the centralized Account Specialist Unit of the Risk Solutions practice, assisting across various insurance verticals during client renewals and new business onboarding. This role is designed for a dependable professional who values stability, takes pride in accurate work, and wants to build deep expertise while contributing consistently to the Account Specialist Unit for at least three years.
Expected contributions
• Delivers transactional excellence and provides outstanding customer service in support of the broader client team
• Conveys standards of excellence in line with Lockton’s operating procedures by adhering to standardized policies, processes, and systems
• Assists in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each client
• Fulfills daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance
• Obtains flood determinations as needed for insured locations
• Delivers workers’ compensation posting notices, as directed by the team, to ensure compliance with states’ rules and regulations
• Prepares written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner
• Makes a positive contribution to client satisfaction and strives to improve service to the clients
• Communicates in a professional manner to contribute to a cohesive, pleasant work environment
• Protects the confidentiality of information learned by performing the duties of the position
• Coordinates and completes assigned projects by organizing information, tracking deadlines, communicating status, and following through on deliverables
Strengths of a successful Account Specialist
• Builds practical insurance knowledge through training, coaching, and experience in the role
• A dependable, service-oriented approach and interest in building sustained expertise in the Account Specialist role and beyond within the company
• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• A strong team player, assisting others within the unit during busy renewal cycles and high-volume periods.
• An ability to manage recurring, detail-intensive work and changing priorities while consistently meeting deadlines and quality standards
Rewards of being an Account Specialist at Lockton
• A stable role with the opportunity to become a trusted, experienced resource for clients and account teams
• A robust training program for all learning styles to position the AS for success
• Ongoing one-on-one meetings with management focused on performance, support, and role mastery
• A balance of individual and collaborative work within a team environment
• Contributing to meaningful work valued by our clients and account teams
• Opportunities to build strong working relationships with clients, account teams, and colleagues across the company
• Opportunities to participate in social activities and community giving events
• Hybrid work environment
Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Check out Lockton Benefits Offerings Here
• Bachelor’s degree in business or a related field, or equivalent relevant experience
• Ability to represent Lockton with integrity and professionalism at all times
• Strong customer service, written and verbal communication, data entry, and project coordination skills
• Consistent attention to detail and a strong commitment to accurate data entry and work product
• Organizational and time management skills to prioritize work and meet time-sensitive deadlines
• Ability to work both independently and in a team environment
• Interest in committing to the role for at least three years and becoming a reliable, knowledgeable resource for clients and internal teams
• Willingness to learn the insurance knowledge, procedures, and systems needed to perform the role effectively
• Comfortable working in Microsoft Office, including Excel and Outlook, and learning standardized systems and workflows