<p>The Appointment Specialist works as part of the Producer Licensing Department and is responsible for working directly with insurance companies, intermediaries, general agents, and third-party administrators to set up Lockton and licensed producers to be able to submit business through them. The appointment team works to ensure compliance with our business partners in accordance with Lockton policies and procedures.</p> <ul> <li>Reviews, prepares and collects required documentation as needed for the insurance carrier appointment with Lockton business partners. </li><li>Maintains appointment database, shared drive and various SharePoint or other internal sites by updating records in a timely manner and keeping records and related documents current. </li><li>Acts as a liaison between Lockton and the insurance carrier in completing the necessary appointment forms to ensure compliance with Lockton policies and procedures. </li><li>Remains current on company and department policies and procedures to ensure compliance. </li><li>Communicate professionally and effectively in writing or verbally with Associates, insurance carriers, wholesalers or business partners as needed to ensure online access is maintained appropriately. </li><li>Protects the confidentiality of business and individual information gathered for related job duties. </li><li>Keeps department manager updated on issues and makes recommendations to department director for resolution. </li><li>Remains current on department policies and procedures. </li><li>Protects the confidentiality of business and individual information gathered for related job duties. </li><li>Ability to use general office equipment (computer, calculator, photocopier, and facsimile machine). </li><li>Working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint) or similar software applications. </li><li>Position may involve cross training on insurance licensing procedures. </li><li>Attends and contributes to department meetings, educational workshops, industry or trade meetings and other events or meetings as requested by department director. </li><li>Performs other department related duties as assigned or required for the position. </li></ul>