Job Posting for Certificate Specialist at Lockton, Inc.
Lockton is currently seeking a detail-oriented service professional who is motivated by a team that supports a collaborative, agile work environment. The Certificate Specialist will provide administrative support essential for the success of servicing our commercial client accounts. This is an entry level role ideal for candidates interested in pursuing a career in the insurance industry. You will be provided hands-on training and learning experiences, preparing you for long-term success within Lockton. If you thrive in position that allows you to utilize your effective communication and organizational skills to make a positive impact, Apply Today!
Primary job functions include:
Complete, review and issue certificates of insurance, as requested by account team(s)
Import certificates into system and record new client information
Make necessary modifications to account(s) to properly reflect current and accurate data
Prepare auto identification cards for the respective account team
Fulfill daily certificate requests for each client by following Lockton’s quality procedures to ensure compliance
Obtain flood determinations, as needed, by unit for insured locations
Prepare correspondence and/or make calls to account team, certificate holders or clients in a timely and professional manner
Utilize technical resources to manage and retain all correspondence
Protect the confidentiality of position, company, and client information
Assist with other technical and clerical duties, as requested by leadership
The most qualified candidate will possess the following:
Associates and/or bachelor’s degree in Business or a related field (preferred)
Minimum of two (2) years of prior service industry experience (customer service, banking, clerical/administrative roles)
Working knowledge of Microsoft office products
Professional written and verbal communication skills, with the ability to communicate to all level of Associates and/or Clients
Ability to effectively manage multiple tasks and work in a deadline driven environment
Strong attention to detail and accuracy
Have a passion for providing the highest level of service to clients and fellow associates
Interest in professional growth and developing a long-term career at Lockton
Salary.com Estimation for Certificate Specialist in Dallas, TX
$46,587 to $57,084
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