Account Services Associate

Lockton • Kansas City, MO

11d

About The Position

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.

Requirements

• Bachelor's degree in Business or a related field and/or equivalent education or work experience.
• 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.

Nice To Haves

• General understanding of commercial property/casualty coverages is preferred but not required.

Responsibilities

• Assist in the new and renewal business process by entering data, verifying its accuracy, and ensuring it conforms to established procedures.
• Complete and review certificates as directed by the respective account team.
• Prepare 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level