Account Administrator-Global Business

Lockton•Kansas City, MO

About The Position

The Account Administrator supports Lockton Global Solutions’ Global Business, a growth-focused effort to connect international business referred to the United States with Lockton’s U.S. expertise and resources. The role serves U.S. clients of varying sizes and works closely with the Global Business Leadership team to help deliver a strong client experience. The position requires energy, a positive attitude, and a willingness to solve complex problems. The Account Administrator develops knowledge of insurance brokerage, account servicing, Lockton capabilities, industry trends, and regulations through training and practical experience. The role supports Account Managers and Account Executives across client onboarding, exposure analysis, quote collection, policy and endorsement review, post-bind execution, ongoing service coordination, and responses to client inquiries.

Requirements

  • Bachelor’s degree in Business Administration or a related field, and/or equivalent years of experience.
  • 0–3 years of client services experience.
  • Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
  • Strong verbal and written interpersonal communication skills.
  • Ability to complete continuing education requirements as needed.
  • Ability to organize work effectively and manage time to meet deadlines.
  • Willingness to work outside normal business hours if necessary.
  • Ability to meet or exceed client-sensitive deadlines.
  • Legally eligible to work in the United States.

Responsibilities

  • Learn insurance brokerage business, account servicing processes, and Lockton capabilities through training and practical experience.
  • Research insurance industry trends and regulations.
  • Support Account Managers and Account Executives with new client processes by collecting documentation and reviewing plan details with clients and carriers.
  • Gather and compile client exposure information, including loss-run schedules and client stratifications.
  • Analyze exposures and identify risks, inconsistencies, and inaccuracies in reported client data.
  • Request and collect new and renewal quotes from carriers.
  • Update coverage specifications, applications, and summary information to reflect changes during the year.
  • Review and process policies and endorsements for accuracy of coverage, policy content, and form completion.
  • Manage post-bind execution, including certificates, policy issuance, and premium payment.
  • Support Account Managers and Account Executives in coordinating daily client service and risk-management needs.
  • Respond to routine client inquiries and document communications, existing issues, and resolutions.
  • Support Account Managers and Account Executives with complex client and carrier inquiries.
  • Attend company, department, and team meetings as required, including industry training sessions.
  • Protect confidential client and company information and comply with company policies and procedures.
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