Account Services Associate

Job Summary:

The Account Services Associate will provide support to the Commercial Insurance department. The ASA's will participate in talent development courses that will prepare them for a career in a client service unit.

Duties:

• Assist in the new and renewal business process by:
  • Entering data then verifying the data is accurate and conforms to established procedures.
  • Completing and reviewing certificates as directed by the respective account team.
  • Preparing auto identification cards for the respective account team.
• Fulfill daily certificate requests as required 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 as needed in a timely and professional manner.
• Save all correspondence electronically.
• Perform other work-related duties in accordance with detailed instructions from account team.
• Protect the confidentiality of information learned by performing the duties of the position.

Requirements:

Competencies

• Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients
• Client Focus: Practices Lockton's motto, "We Live Service," while serving Clients' needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
• Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
• Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed

Requirements:

• Bachelor's degree in Business or a related field and/or equivalent education or work experience.
• General understanding of commercial property/casualty coverages is preferred but not required.
• Strong working knowledge of MS Office Suite.
• Strong attention to detail required.
• Strong customer service skills required.
• Ability to work in a deadline driven environment.