<p>The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.</p> <p>Position responsibilities</p> <ul> <li>Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service </li><li>Create, modify, and ensure accuracy of Client Profile Information </li><li>Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed </li><li>Create and Maintain Client Claims Manual </li><li>Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action </li><li>Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met </li><li>Gather and Review Renewal Information from Client </li><li>Ensure proper filing of client/carrier correspondence within Document Management System </li><li>Manage Policy E-delivery to Client </li><li>Review, file, and process all client specific new mail </li><li>Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines </li><li>Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations </li><li>Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns </li><li>Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner </li><li>Provide premium breakdowns/premium summaries, as requested </li><li>Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special projects </li><li>Ensure appropriate information provided for completion of policy checks for policy checking team </li><li>Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal </li><li>Ensure accuracy regarding client information in systems </li><li>Review incoming client certificate requests and provide instructions for processing </li><li>Work with client to ensure carrier applications are completed </li><li>Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer </li><li>Comply with Lockton's policies and procedures, including appropriate documentation </li><li>Attend education workshops, and carrier functions, when requested </li><li>Perform other work-related duties as assigned </li></ul> <p>#LI-OE1</p>