- Work in conjunction with Account Executives and/or Producers to manage an assigned
book of business
- Responsible for coordination and execution of administrative and service functions for
assigned accounts
- Support the implementation of new lines of coverage by setting up account, collecting
needed documentation, and reviewing plan details
- Gather and compile exposure information, including loss-run schedules and stratifications
- Request and collect new and renewal quotes from carriers
- Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
- Update specifications, application, and summary information to reflect changes throughout
the lifecycle of the policy
- Bind coverage under the direction of the Unit Manager and/or Account Executive
- Assist with the issuance and processing of client invoicing and bill discrepancies.
- Utilize an inquisitive mindset to research industry trends and governmental regulations
that may impact the client and/or Lockton
- Process Certificates of Insurance and Auto ID card renewals. Will also help manage day to
day requests submitted by clients
- Lend support to the team with contract and policy reviews
- Additional tasks, as requested by leadership
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