Account Specialist - June 2027

Lockton • Chicago, IL

3h • Hybrid

About The Position

The Account Specialist operates within Lockton’s centralized Account Specialist Unit in the Risk Solutions practice, supporting various insurance verticals during client renewals and new-business onboarding. The role focuses on accurate, detail-intensive transactional work and outstanding customer service in support of client teams. The successful candidate is expected to value stability, build insurance expertise, and commit to the Account Specialist role for at least three years.

The Account Specialist completes certificates of insurance and prepares auto ID cards, fulfills certificate requests, obtains flood determinations, and delivers workers’ compensation posting notices as directed. The role also includes professional written and verbal communication with clients and certificate holders, project coordination, deadline tracking, and protecting confidential information. The position combines independent work with collaboration across the unit, including assistance during busy renewal cycles and high-volume periods.

Lockton describes a robust training program, ongoing one-on-one meetings with management, and opportunities to build relationships with clients, account teams, and colleagues. The work is performed in a hybrid environment. Compensation is described as competitive and may vary based on candidate qualifications and geographic location; no salary range is provided.

Requirements

• Bachelor’s degree in business or a related field, or equivalent relevant experience.
• Ability to 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 in a team environment.
• 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.

Responsibilities

• Provide transactional support and outstanding customer service to the broader client team.
• Follow standardized policies, processes, systems, and Lockton operating procedures.
• Assist with renewals and new-business onboarding by completing certificates of insurance and preparing auto ID cards for each client.
• Fulfill daily certificate requests according to 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 calls to certificate holders and clients as needed, in a timely and professional manner.
• Contribute to client satisfaction and seek to improve service.
• Communicate professionally and contribute to a cohesive, pleasant work environment.
• Protect confidential information learned while performing job duties.
• Coordinate and complete assigned projects by organizing information, tracking deadlines, communicating status, and following through on deliverables.
• Assist others in the unit during busy renewal cycles and high-volume periods.

Benefits

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

What This Job Offers

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