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Account Analyst - Employee Benefits

Company: Lockton, Inc.
Location: Pembroke Pines
Posted on: November 16, 2023

Job Description:

Job Summary:


  • Receives and responds to routine Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
  • Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
  • Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
  • Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
  • Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
  • Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
  • Assists with financial reporting for renewals by gathering and compiling Client details
  • Executes any requested changes on policies
  • Periodically assists in loss-run requests
  • Extends expiring binders as requested by senior staff
  • Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
  • Assistants in the upkeep of carrier product information
  • Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
  • Maintains and keeps records of Clients
  • Compiles preliminary numbers for promulgating experience modification, and orders worksheets
  • Issues and processes Client invoicing
  • Assist is the research of invoice and billing errors
  • Acquires an understanding of insurance brokerage business and account servicing processes
  • Researches industry trends and governmental regulations
  • Performs other responsibilities and duties as neededRequirements:

    • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
    • Up to three years of Client services experience is required
    • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
    • Strong verbal and interpersonal communication skills required
    • Understands industry trends and governmental regulations
    • Ability to complete continuing education requirements as needed
    • Ability to attend company, department, and team meetings as required, including industry training sessions
    • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
    • Ability to efficiently organize work and manage time in order to meet deadlines
    • Ability to travel by automobile and aircraft
    • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
    • Ability to work on a computer for a prolonged amount of time
    • Ability to work outside of normal business hours as needed
    • Legally able to work in the United States

Keywords: Lockton, Inc., Pembroke Pines , Account Analyst - Employee Benefits, Professions , Pembroke Pines, Florida

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