The Senior Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns. The Senior Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline. The Senior Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.

Learns the basic of program administration, pre and post renewal and ongoing.
Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests.
Builds skillset to support client facing activities in verbal communications and correspondence.
Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events
Coordinates client invoicing including monitoring errors or "suspense" items and processes producer allocations as needed. Builds skillset to audit renewal invoices and confirm accuracy.
Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
Process and issue binders, invoices, auto id cards, and claims instructions. Order appropriate changes and corrections from completed policy review or policy endorsements.
Complete the initial policy checks, policy files, client manuals and summaries.
Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
Coordinate gathering of reporting for renewal process or to support client questions.

Requirements

Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
At least 3 years’ experience in the insurance industry, specifically in the employee benefits area is required.
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
Demonstrated presentation skills including preparation and execution.
Strong project management and organizational skills.
Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
Ability to interact with vendors effectively.
Good working knowledge of financial arrangements and products available to clients.

Lockton

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