Account Administrator

Lockton Companies York ON

Company

Lockton Companies

Location

York ON

Type

Full Time

Job Description

SUMMARY:

Provide customer service to internal and external customers. Support a team of Account Managers as well as answer customer inquiries, process service requests and coordinate renewal paperwork.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Obtain and review applications.
  • Prepare and submit customer requests (i.e. endorsements, certificates and loss runs).
  • Support the renewal process by gathering forms and obtain missing information.
  • Assist customers with basic questions about their policies.
  • Send coverage updates to customers and follow up to ensure forms are returned.
  • Prepare and mail follow up letters to customers.


EDUCATION, EXPERIENCE, AND SKILLS REQUIRED:
  • Associate's degree or equivalent education and/or experience required.
  • General understanding of commercial property and casualty coverages preferred.
  • General understanding of commercial rating concepts.
  • Demonstrate analytical and problem-solving skills.
  • Strong organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
  • Strong knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
  • Ability to communicate professionally with internal and external clients.

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job.

Date Posted

10/27/2022

Views

5

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