Certificate Specialist
Lockton
- Experience
- 2+ yrs
- Location
- Dallas, Texas, United States
- Job type
- Full-time
About the role
- Complete, review and issue certificates of insurance, as requested by account team(s)
- Import certificates into system and record new client information
- Make necessary modifications to account(s) to properly reflect current and accurate data
- Prepare auto identification cards for the respective account team
- Fulfill daily certificate requests 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 in a timely and professional manner
- Utilize technical resources to manage and retain all correspondence
- Protect the confidentiality of position, company, and client information
- Assist with other technical and clerical duties, as requested by leadership
- Minimum of two (2) years of prior service industry experience (customer service, banking, clerical/administrative roles)
- Working knowledge of Microsoft office products
- Professional written and verbal communication skills, with the ability to communicate to all level of Associates and/or Clients
- Ability to effectively manage multiple tasks and work in a deadline driven environment
- Strong attention to detail and accuracy
- Have a passion for providing the highest level of service to clients and fellow associates
- Interest in professional growth and developing a long-term career at Lockton
About Lockton
Provides insurance brokerage and global risk management solutions.
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