Lockton Companies
Account Specialist
Lockton Companies, Chicago, Illinois, United States, 60290
Chicago, Illinois, United States of AmericaAt Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.Business unit
Midwest SeriesSchedule
Full-timeJob type
StandardWorkplace
In OfficeYour Responsibilities
The Account Specialist (AS) is Lockton Midwest’s entry-level position and is designed for a recent college graduate or those with 1-2 years of relevant experience. The Account Specialist is designed to provide the technical and practical training needed to develop the Associate as they look forward to a successful and long-term career with the Lockton Midwest Series.The AS provides the Risk practice with technical support throughout the client renewal and new business onboarding process. The AS is embedded within the centralized Technical Services Unit within the Risk practice, supporting a variety of Property & Casualty business insurance verticals. A high performing and successful AS will deliver transactional excellence and provide outstanding customer service in support of the broader client team.EXPECTED CONTRIBUTIONSAssist in the renewal or new business process by completing certificates and preparing auto ID cards for each unit.Save all general correspondence electronically.Fulfill daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance.Obtain flood determinations as needed for insured locations.Deliver Workers’ Compensation posting notices, as directed by the team, to ensure their compliance with states’ rules and regulations.Prepare written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner.Handle special projects as assigned.Make a positive contribution to client satisfaction and constantly strive to improve service to the clients.Communicate in a positive manner to contribute to a cohesive, pleasant work environment.Protect the confidentiality of information learned by performing the duties of the position.STRENGTHS OF A SUCCESSFUL ACCOUNT SPECIALISTAn eagerness and enthusiasm to learn and be a part of their respective Unit within the Risk Practice.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 personal development and the pursuit of technical excellence through professional designations, industry workshops etc.REWARDS OF BEING AN ACCOUNT SPECIALIST AT LOCKTONDirect exposure to a career path that offers career-long growth opportunities.A robust collaborative training program.Ongoing one-on-one coaching sessions including meaningful feedback.Networking opportunities at all levels of the company.A balance of individual and collaborative work within a team environment.Contributing to meaningful work valued by our clients.Opportunities to participate in social activities and community giving events.Qualifications
Bachelor’s degree in business or related field or equivalent experience required.Ability to represent Lockton with integrity and professionalism at all times.Comfortable working in Office Suite (Excel, Outlook, etc.).Strong customer service, communication, and project management skills.Exceptional attention to detail and accuracy of work product.Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth.Ability to work both independently and in a team environment.Organizational and time management skills to prioritize work and meet time-sensitive deadlines.Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education.Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility.Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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you belong here.Business unit
Midwest SeriesSchedule
Full-timeJob type
StandardWorkplace
In OfficeYour Responsibilities
The Account Specialist (AS) is Lockton Midwest’s entry-level position and is designed for a recent college graduate or those with 1-2 years of relevant experience. The Account Specialist is designed to provide the technical and practical training needed to develop the Associate as they look forward to a successful and long-term career with the Lockton Midwest Series.The AS provides the Risk practice with technical support throughout the client renewal and new business onboarding process. The AS is embedded within the centralized Technical Services Unit within the Risk practice, supporting a variety of Property & Casualty business insurance verticals. A high performing and successful AS will deliver transactional excellence and provide outstanding customer service in support of the broader client team.EXPECTED CONTRIBUTIONSAssist in the renewal or new business process by completing certificates and preparing auto ID cards for each unit.Save all general correspondence electronically.Fulfill daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance.Obtain flood determinations as needed for insured locations.Deliver Workers’ Compensation posting notices, as directed by the team, to ensure their compliance with states’ rules and regulations.Prepare written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner.Handle special projects as assigned.Make a positive contribution to client satisfaction and constantly strive to improve service to the clients.Communicate in a positive manner to contribute to a cohesive, pleasant work environment.Protect the confidentiality of information learned by performing the duties of the position.STRENGTHS OF A SUCCESSFUL ACCOUNT SPECIALISTAn eagerness and enthusiasm to learn and be a part of their respective Unit within the Risk Practice.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 personal development and the pursuit of technical excellence through professional designations, industry workshops etc.REWARDS OF BEING AN ACCOUNT SPECIALIST AT LOCKTONDirect exposure to a career path that offers career-long growth opportunities.A robust collaborative training program.Ongoing one-on-one coaching sessions including meaningful feedback.Networking opportunities at all levels of the company.A balance of individual and collaborative work within a team environment.Contributing to meaningful work valued by our clients.Opportunities to participate in social activities and community giving events.Qualifications
Bachelor’s degree in business or related field or equivalent experience required.Ability to represent Lockton with integrity and professionalism at all times.Comfortable working in Office Suite (Excel, Outlook, etc.).Strong customer service, communication, and project management skills.Exceptional attention to detail and accuracy of work product.Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth.Ability to work both independently and in a team environment.Organizational and time management skills to prioritize work and meet time-sensitive deadlines.Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education.Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility.Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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