What are the responsibilities and job description for the Account Specialist position at Midwest Series?
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. During their tenure in the Account Specialist Unit, individuals will receive essential technical and practical training to foster their growth toward a successful and long-term career with the Lockton Midwest Series.
- 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
- Handles special projects as assigned
- Actively participates in personal development and the pursuit of technical excellence through professional designations, industry workshops, and other opportunities
- An eagerness and enthusiasm to learn the insurance industry and grow 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 excel in a dynamic environment, optimize productivity, and meet deadlines without compromising quality of work
- Direct exposure to a career path that offers growth opportunities
- A robust training program for all learning styles to position the AS for success
- Ongoing one-on-one development meetings with management including meaningful feedback on strengths and development areas
- A balance of individual and collaborative work within a team environment
- Contributing to meaningful work valued by our clients and account teams
- Networking opportunities at all levels of 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 related field or equivalent experience required
- Ability to represent Lockton with integrity and professionalism at all times
- Strong customer service, communication, and project management skills
- Exceptional attention to detail and accuracy of 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
- Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth
- Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education
- Comfortable working in Office Suite (Excel, Outlook, etc.)