Account Services Administrator (Surety)

Lockton is currently seeking a high energy team player who thrives in a client focused environment, supported by leaders who are invested in Associate professional development. The Account Services Administrator is an ideal entry-level position for candidates seeking an opportunity to build a foundational knowledge within the insurance industry. Lockton provides comprehensive training for new hires and offers a defined career path for Associates interested in future growth opportunities.

Primary responsibilities include but not limited to:

• Effectively service Surety client accounts through active communication with internal and external teams with support from senior level staff
• Maintain documentation of Client communications, existing issues, and provide effective resolution
• Review and process policies and endorsements with a focus on accuracy of coverage, policy, content, and form completion
• Evaluate proposal policies to ensure outlined criteria and standards are met
• Assist in the renewal process by requesting and gathering required documentation
• Execute requested policy changes
• Perform data review and auditing for accuracy, completeness, and conformity to established procedures
• Issue and process client invoicing, including research of billing errors
• Perform other responsibilities and duties as requested by leadership

The most qualified candidate will possess the following:

• Bachelor's degree or equivalent work experience (preferred)
• Prior or current experience in the banking industry and/or medical office background (preferred)
• Foundational knowledge of policy language and basic coverages is helpful
• Working knowledge of Microsoft Office Suite (Outlook, Excel, and PowerPoint)
• Professional verbal and written communication skills with the ability to communicate at all levels of Associates/Clients
• Excellent customer service skills (prior experience in a servicing and/or support role preferred)
• Strong organizational skills, including time management and ability to prioritize responsibilities
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to work a hybrid schedule, including up to 3 days in-office (Houston location)
• Legally able to work in the United States