Senior Analyst

Position Overview:

The Senior Analyst position is designed for those Associates who have graduated from the Career Foundations program or joining Lockton with 2 - 4 years of relevant insurance experience. The Senior Analyst will be part of our Career Foundations Program or Career Advancement Program which are designed to provide the technical and practical training needed to develop the Senior Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Senior Analyst is responsible for day-to-day Client service and renewal support to Client Managers, Senior Client Managers and/ or Account Executives. Select Senior Analyst will assume direct responsibility for select Clients including associate renewal activities. A high performing and successful Senior Analyst will deliver transaction excellence, provide great customer service and support to the broader Client team.

A successful candidate will have:

• An eagerness and enthusiasm to learn and be a part of their respective Unit or Practice
• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our Clients' needs
• An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
• The entrepreneurial spirit, with a desire to learn the Property and Casualty insurance industry and grow within the company
• The initiative to actively participate in the Career Foundations Program or the Career Advancement Program and to pursue technical excellence through professional designations, industry workshops etc.

Core Responsibilities:

• Supports Unit Manager, Account Executive or Senior Client Manager on assigned accounts
• Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Provides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategy
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer
• Gathers and compiles exposure information from the Client
• Requests and collects quotes (new and renewal) from carriers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Processes audits and creates audit analysis for Client
• Receives policy, then updates and completes policy check to ensure completeness
• Updates specifications, application, and summary information to reflect changes during the year
• Builds coverage specifications under direction of the Unit Manager, Account Executive or Senior Client Manager
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunities and generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Works with Technical Services Assistant to issue and process Invoices, Certificates of Insurance and Auto ID Cards
• Resolves accounting issues
• Performs other responsibilities and duties as needed

• Bachelor's Degree in business- related program preferred or equivalent education and/or experience required
• A minimum of two years of commercial Property and Casualty insurance experience and/or insurance broking/consulting experience required
• Ability to efficiently organize work and manage time in order to meet deadlines
• Exceptional verbal, written, and interpersonal skills
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Willingness and ability to work outside of normal business hours and travel as needed
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Legally able to work in the United States

Benefits:

Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.

We offer acompetitivetotal rewards package, continuing education & training, and tremendous potential with agrowingorganization.