Job Summary
This position involves providing essential support to Account Managers and Account Executives in various aspects of client engagement, including onboarding, data collection and analysis related to exposure, managing quote requests, updating policies, and executing post-binding activities. The role is pivotal in ensuring smooth client services and managing risk effectively.
Responsibilities
- Assist with client onboarding and facilitate communication with clients.
- Collect and analyze exposure data to support informed decision-making.
- Manage requests for quotes and ensure timely updates to policies.
- Coordinate various client service tasks and address risk management needs.
- Respond to client inquiries and keep comprehensive records of interactions and resolutions.
Qualifications
- A bachelor’s degree in Business Administration or a related discipline, or equivalent work experience.
- 0–3 years of experience in client services is preferred.
- Proficiency in Microsoft Office applications.
- Strong written and verbal communication capabilities.
- Excellent organizational and time management skills.
- Able to adhere to client deadlines and maintain the confidentiality of sensitive information.
Lockton provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
