What are the responsibilities and job description for the Senior Analyst position at Lockton Careers?
Position Overview:
A successful candidate will have:
- Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
- An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our Clients’ needs
- An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
- The entrepreneurial spirit, with a desire to learn the Property and Casualty insurance industry and grow within the company
- The initiative to actively participate in the Career Foundations Program or the Career Advancement Program and to pursue technical excellence through professional designations, industry workshops etc.
Core Responsibilities:
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Provides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategy
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer
- Gathers and compiles exposure information from the Client
- Requests and collects quotes (new and renewal) from carriers
- Audits quotes, binders, and endorsements and makes requests for changes as needed
- Processes audits and creates audit analysis for Client
- Receives policy, then updates and completes policy check to ensure completeness
- Updates specifications, application, and summary information to reflect changes during the year
- Builds coverage specifications under direction of the Unit Manager, Account Executive or Senior Client Manager
- Informs Client of any and all changes that may affect insurance premiums or coverage
- Gathers and compiles information for new business opportunities and generates materials for Client presentations and meetings
- Creates and sends compliance communications as needed
- Works with Technical Services Assistant to issue and process Invoices, Certificates of Insurance and Auto ID Cards
- Resolves accounting issues
- Performs other responsibilities and duties as needed
- Bachelor’s Degree in business- related program preferred or equivalent education and/or experience required
- A minimum of two years of commercial Property and Casualty insurance experience and/or insurance broking/consulting experience required
- Ability to efficiently organize work and manage time in order to meet deadlines
- Exceptional verbal, written, and interpersonal skills
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Willingness and ability to work outside of normal business hours and travel as needed
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Legally able to work in the United States
Benefits:
Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.
We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.
