Internal Operations Specialist

The Internal Operations Specialist provides Commercial Insurance Department Account teams with operational and administrative support.

Position responsibilities

• Assist in the Account renewal process
• Set up Clients in AutoCert
• Order Loss Run Information
• Provide assistance in the new or lost business process
• Work in a team environment with shared responsibilities to respond to/complete individual daily requests
• Review insurance requirements within contracts to provide evidence forms with appropriate coverage
• Maintain applications/systems by adding, deleting or modifying information as needed (e.g., Nexsure, ImageRight, AutoCert, etc.).
• Load certificate holders individually or via Excel upload. Import/export other reports from the system as needed, using Excel
• Create attachments as needed by transferring additional coverage information or endorsement language to the certificate issuing system
• Prepare and distribute large quantities of evidence of coverage forms for all renewals, ensuring that forms issued comply with prescribed deadlines, are verified for insurance policy language, are in accordance with state requirements, and meet Lockton standards
• Enter file information into ImageRight to ensure accuracy of Dead File retrieval
• Ensure validity and accuracy of contracts prior to invoicing
• Work with accounting to clear discrepancies with carrier and client funds
• Create Fee Agreements
• Review and advise on complex billing situations as well as handle escalated invoicing situations
• Advise account team of difficult or unusual certificate requests (escalating issue to Account team)
• Attend client facing meetings as needed
• Provide 3rd party certificate management
• Prepare Flood Zone Determinations
• Train account teams in AutoCert and on ImageRight workflows for effective invoicing
• Comply with Lockton procedures and policies
• Protect the confidentiality of information learned by performing the duties of the position
• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
• Perform other work-duties as assigned