Administrative Skills, Auto Insurance, BIND (Berkeley Internet Name Domain) DNS Server software, Billing, Contract Review, Documentation Plan, Government Regulations, Industry/Trade Analysis, Insurance Documentation, Leadership, Sales Management
LOCATION
Fort Worth, TX
POSTED
12 days ago
Work in conjunction with Account Executives and/or Producers to manage an assigned
book of business
Responsible for coordination and execution of administrative and service functions for
assigned accounts
Support the implementation of new lines of coverage by setting up account, collecting
needed documentation, and reviewing plan details
Gather and compile exposure information, including loss-run schedules and stratifications
Request and collect new and renewal quotes from carriers
Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
Update specifications, application, and summary information to reflect changes throughout
the lifecycle of the policy
Bind coverage under the direction of the Unit Manager and/or Account Executive
Assist with the issuance and processing of client invoicing and bill discrepancies.
Utilize an inquisitive mindset to research industry trends and governmental regulations
that may impact the client and/or Lockton
Process Certificates of Insurance and Auto ID card renewals. Will also help manage day to
day requests submitted by clients
Lend support to the team with contract and policy reviews