Account Services Associate
Lockton
- Location
- Kansas City, Missouri, United States
- Job type
- Full-time
About the role
The Account Services Associate will provide support to the Commercial Insurance department. The ASA’s will participate in talent development courses that will prepare them for a career in a client service unit.
Duties:
- Assist in the new and renewal business process by:
- Entering data then verifying the data is accurate and conforms to established procedures.
- Completing and reviewing certificates as directed by the respective account team.
- Preparing auto identification cards for the respective account team.
- Fulfill daily certificate requests as required for each client by following Lockton’s quality procedures to ensure compliance.
- Obtain flood determinations as needed by unit for insured locations.
- Prepare correspondence and/or make calls to account team, certificate holders or clients as needed in a timely and professional manner.
- Save all correspondence electronically.
- Perform other work-related duties in accordance with detailed instructions from account team.
- Protect the confidentiality of information learned by performing the duties of the position.
Competencies
- Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
- Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients
- Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
- Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
- Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed
Requirements:
- Bachelor's degree in Business or a related field and/or equivalent education or work experience.
- General understanding of commercial property/casualty coverages is preferred but not required.
- Strong working knowledge of MS Office Suite.
- Strong attention to detail required.
- Strong customer service skills required.
- Ability to work in a deadline driven environment.
About Lockton
Provides insurance brokerage and global risk management solutions.
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