Account Administrator- Real Estate

Lockton•Denver, CO

About The Position

This position is responsible for providing first-line contact for client service, managing various administrative tasks related to insurance policies, and ensuring accuracy and timeliness in all processes. The role involves extensive communication with carriers, lenders, clients, and internal teams, as well as maintaining client information and documentation within the company's systems.

Requirements

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
High aptitude for accuracy in mathematical calculations
Strong attention to detail required
Understands industry trends and governmental regulations
Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
Legally able to work in the United States

Nice To Haves

General understanding of commercial property and casualty coverages preferred
Company or agency experience in commercial insurance services desired
Understanding of commercial rating concepts preferred
Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed

Responsibilities

Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
Create, modify, and ensure accuracy of Client Profile Information
Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
Create and Maintain Client Claims Manual
Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
Gather and Review Renewal Information from Client
Ensure proper filing of client/carrier correspondence within Document Management System
Manage Policy E-delivery to Client
Review, file, and process all client specific new mail
Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
Provide premium breakdowns/premium summaries, as requested
Manage client/account team/carrier/internal Lockton team associates’ expectations regarding workflows, special projects
Ensure appropriate information provided for completion of policy checks for policy checking team
Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
Ensure accuracy regarding client information in systems
Review incoming client certificate requests and provide instructions for processing
Work with client to ensure carrier applications are completed
Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
Comply with Lockton's policies and procedures, including appropriate documentation
Attend education workshops, and carrier functions, when requested
Perform other work-related duties as assigned