Account Specialist - June 2027

Lockton Companies Social Sourcing • Chicago, IL

13h • Hybrid

About The Position

The Account Specialist works within the centralized Account Specialist Unit of Lockton’s Risk Solutions practice, supporting multiple insurance verticals during client renewals and new-business onboarding. The role is intended for a dependable professional who values stability, accurate work, and building sustained expertise in the unit for at least three years.

The Account Specialist provides transactional support and customer service to client teams, follows standardized operating procedures, and assists with renewal and onboarding tasks. Work includes preparing certificates of insurance and auto ID cards, fulfilling certificate requests, obtaining flood determinations, and delivering workers’ compensation posting notices as directed. The role also involves communicating with clients and certificate holders, protecting confidential information, coordinating assigned projects, tracking deadlines, and contributing to a positive, cohesive work environment.

Lockton describes the position as offering structured training, regular one-on-one management meetings, a balance of independent and collaborative work, and opportunities to build relationships with clients, account teams, and colleagues. The position has a hybrid work environment. Compensation may vary based on factors including education, skills, experience, qualifications, and geographic location; no salary range is provided.

Requirements

• Bachelor’s degree in business or a related field, or equivalent relevant experience.
• Represent Lockton with integrity and professionalism.
• Strong customer service, written and verbal communication, data-entry, and project-coordination skills.
• Consistent attention to detail and commitment to accurate data entry and work product.
• Organizational and time-management skills to prioritize work and meet time-sensitive deadlines.
• Ability to work independently and as part of a team.
• Interest in committing to the role for at least three years and becoming a reliable, knowledgeable resource for clients and internal teams.
• Willingness to learn the insurance knowledge, procedures, and systems needed to perform the role effectively.
• Comfort using Microsoft Office, including Excel and Outlook, and learning standardized systems and workflows.
• Ability to manage recurring, detail-intensive work and changing priorities while meeting deadlines and quality standards.

Responsibilities

• Deliver accurate transactional work and outstanding customer service in support of the broader client team.
• Follow Lockton’s standardized policies, processes, systems, and quality procedures.
• Assist with renewals and new-business onboarding by completing certificates of insurance and preparing auto ID cards for clients.
• Fulfill daily certificate requests for clients in accordance with quality procedures and compliance requirements.
• Obtain flood determinations for insured locations as needed.
• Deliver workers’ compensation posting notices as directed to support compliance with state rules and regulations.
• Prepare written correspondence and make timely, professional calls to certificate holders and clients as needed.
• Contribute positively to client satisfaction and seek to improve client service.
• Communicate professionally and contribute to a cohesive, pleasant work environment.
• Protect confidential information learned while performing the role.
• Organize information, track deadlines, communicate status, and follow through on assigned project deliverables.
• Assist other members of the unit during busy renewal cycles and high-volume periods.

Benefits

• Robust training program designed for different learning styles.
• Ongoing one-on-one management meetings focused on performance, support, and role mastery.
• Opportunities to participate in social activities and community-giving events.
• Hybrid work environment.

What This Job Offers

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