Internal Operations Specialist

Lockton•Denver, CO

About The Position

The Internal Operations Specialist provides Commercial Insurance Department Account teams with operational and administrative support.

Requirements

GED/High School Diploma required
Proficiency in the use of Microsoft Word and Excel required
Strong attention to detail
Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed
Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy
Demonstrated ability to respond to phone inquiries in a courteous and professional manner
Legally able to work in the United States

Nice To Haves

Bachelor’s degree or equivalent work experience preferred
Previous office experience in a corporate environment preferred

Responsibilities

Assist in the Account renewal process
Set up Clients in AutoCert
Order Loss Run Information
Provide assistance in the new or lost business process
Work in a team environment with shared responsibilities to respond to/complete individual daily requests
Review insurance requirements within contracts to provide evidence forms with appropriate coverage
Maintain applications/systems by adding, deleting or modifying information as needed (e.g., Nexsure, ImageRight, AutoCert, etc.)
Load certificate holders individually or via Excel upload. Import/export other reports from the system as needed, using Excel
Create attachments as needed by transferring additional coverage information or endorsement language to the certificate issuing system
Prepare and distribute large quantities of evidence of coverage forms for all renewals, ensuring that forms issued comply with prescribed deadlines, are verified for insurance policy language, are in accordance with state requirements, and meet Lockton standards
Enter file information into ImageRight to ensure accuracy of Dead File retrieval
Ensure validity and accuracy of contracts prior to invoicing
Work with accounting to clear discrepancies with carrier and client funds
Create Fee Agreements
Review and advise on complex billing situations as well as handle escalated invoicing situations
Advise account team of difficult or unusual certificate requests (escalating issue to Account team)
Attend client facing meetings as needed
Provide 3rd party certificate management
Prepare Flood Zone Determinations
Train account teams in AutoCert and on ImageRight workflows for effective invoicing
Comply with Lockton procedures and policies
Protect the confidentiality of information learned by performing the duties of the position
Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
Perform other work-duties as assigned