What are the responsibilities and job description for the Accounting Operations Specialist position at Lockton?
Your Responsibilities
Lockton’s Accounting Operations (AO) team is responsible for troubleshooting and error prevention for daily accounting operations. You will be the responsible for incident resolution and pattern detection—keeping Insurance Brokerage Accounting (IBA) transactions reliable while surfacing insights that drive upstream process fixes.
IBA is the transactional accounting function that ensures client monies are accurately and timely applied to Agency Bill (fiduciary), Direct Bill, and Fees, and remitted to insurers—processing billions in cash transactions annually. Your work helps keep that engine running and improves it over time.
Qualifications
Service excellence (day to day)
You’ll have clear progression as you shift from closing tickets to fixing systems:
Specialist → Senior Specialist → Analyst → Senior Analyst
Competencies expand from ticket accuracy and documentation to pattern recognition, root cause skills, and cross functional influence.
Workplace & culture
This role is hybrid in Kansas City, MO within Lockton Management, LLC. At Lockton, you’ll join a culture grounded in growth, inclusion, and wellbeing—and benefit from professional development opportunities, associate resource groups, and comprehensive benefits.
Equal Opportunity
Lockton is proud to provide equal opportunities for all. We foster an inclusive culture built on respect and belonging and recruit, develop, and retain people with diverse backgrounds and experiences.
Lockton’s Accounting Operations (AO) team is responsible for troubleshooting and error prevention for daily accounting operations. You will be the responsible for incident resolution and pattern detection—keeping Insurance Brokerage Accounting (IBA) transactions reliable while surfacing insights that drive upstream process fixes.
IBA is the transactional accounting function that ensures client monies are accurately and timely applied to Agency Bill (fiduciary), Direct Bill, and Fees, and remitted to insurers—processing billions in cash transactions annually. Your work helps keep that engine running and improves it over time.
Qualifications
Service excellence (day to day)
- Triage incidents and resolve issues using documented playbooks and processes
- Maintain clear case notes and publish/refresh Knowledge Base entries for common IBA issues to improve first time resolution.
- Partner with Account Teams, IBA teammates and the Global Finance Service Center to remove blockers and keep transactional work flowing
- Identify recurring patterns across incident categories; quantify impact and share trends
- Collaborate with Accounting Operations Team, Automation/Systems, and offshore teams to design permanent fixes and reduce repeat tickets.
- Contribute to decision trees/SOPs that improve speed, consistency, and controls; help socialize changes through training moments.
- Detail orientation, curiosity, and accountability, you close cases accurately and look for why they occurred.
- Clear written communication and stakeholder empathy (notes, status updates, expectation management).
- Proficiency with Excel, Word, Outlook and comfort working in a fast paced, complex environment.
- Collaboration skills to work across teams
You’ll have clear progression as you shift from closing tickets to fixing systems:
Specialist → Senior Specialist → Analyst → Senior Analyst
Competencies expand from ticket accuracy and documentation to pattern recognition, root cause skills, and cross functional influence.
Workplace & culture
This role is hybrid in Kansas City, MO within Lockton Management, LLC. At Lockton, you’ll join a culture grounded in growth, inclusion, and wellbeing—and benefit from professional development opportunities, associate resource groups, and comprehensive benefits.
Equal Opportunity
Lockton is proud to provide equal opportunities for all. We foster an inclusive culture built on respect and belonging and recruit, develop, and retain people with diverse backgrounds and experiences.