Job Summary
The Account Analyst plays a key role in managing client requests, processing insurance policies, and aiding in the preparation of financial reports and renewal documentation. This position is essential for maintaining comprehensive client records, investigating industry trends, and providing administrative and communication support to senior team members.
Responsibilities
- Manage inquiries from clients effectively.
- Handle the processing of various insurance policies.
- Assist in the preparation of financial reporting and renewal documents.
- Maintain and update client records accurately.
- Conduct research on industry trends to better inform clients and the team.
- Support senior staff with a variety of administrative and communication tasks.
Qualifications
- A Bachelor’s degree in Business Administration or a relevant field, or equivalent professional experience.
- Up to three years of experience in client services.
- Proficiency in Microsoft Office Suite and generative AI tools.
- Strong communication skills, both verbal and written.
- Excellent organizational abilities.
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.
