Jobs
>
St. Louis

    Senior Account Specialist - St Louis, United States - Lockton

    Lockton
    Lockton St Louis, United States

    3 weeks ago

    Default job background
    Description

    The Senior Account Specialist (SAS) is designed for Associates who have completed 18-24 months as an Account Specialist or those with 2-4 years of relevant insurance experience. The Senior Account Specialist is designed to provide the technical and practical training needed to develop the Associate as they look forward to a successful and long-term career with the Lockton Midwest Series.

    The SAS provides the Risk practice with technical support throughout the client renewal and new business onboarding process. The SAS is embedded within a Risk Unit, supporting Account Managers, Senior Account Managers and Account Executives. Select SAS's will assume direct responsibility for a limited number of clients including associated renewal activities. A high performing and successful SAS will deliver transactional excellence and provide outstanding customer service in support of the broader client team.

    EXPECTED CONTRIBUTIONS

    • Be an integral part of day-to-day client servicing encompassing strong client and carrier communication
    • Deliver standards of excellence in line with Lockton's operating procedures by adhering to standardized policies, processes, and systems
    • Partner with account team on renewal servicing including (but not limited to) gathering client exposures, applications, and loss information
    • Provide support on key client post renewal deliverables
    • Execute all changes requested on the program during the policy term, monitor for receipt of endorsements, and validate accuracy
    • Set up new clients in Client Master, Nexsure, and ImageRight.
    • Set up annual ImageRight files for assigned accounts.
    • Create new exposure template or flip from existing exposure workbook; update formatting for new term.
    • Pull loss runs and create loss summary including large loss detailed breakout.
    • Update statement of value with flood zones for all locations. Update wind and earthquake zones at account executive direction.
    • Schedule internal pre-renewal meeting. Consult with account executive on invitees, timing, and venue.
    • Close out open endorsements.
    • Use loss runs for loss forecasting needs, if applicable.
    • Update Nexsure with NI/entities per client renewal updates.
    • Order experience mod - compare to expiring, advise both account manager and account executive of any change.
    • Pull expiring QA coverage workbooks, along with new carriers, as quotes arrive for comparison.
    • Review provisions in account specialist certificate holder reports that must be endorsed to policies.
    • Send copies of proposal docs to unit manager/account executive.
    • Premium finance quotes, if applicable.
    • Issue invoices and surplus lines filings.
    • Send carrier invoices to accounting.
    • Update Nexsure to reflect accurate account team assignments.
    • Prepare binders.
    • Create/update/send program graphic (include LFS) per account manager instructions.
    • Create claims kit and send to claims Associate.
    • Email renewal deliverables to client.
    • Forward underlying binders to Excess carrier(s).
    • Workers' Compensation posting notices to account specialist.
    • Track policy receipts and update shared policy tracker.
    • Check policies for assigned accounts in accordance with company procedures.
    • Follow-up on open endorsements and update annualization tracker and historical premium summary.
    • Set audit follow up for 60 days post expiration as applicable.
    • Prepare written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner.
    • Handle special projects as assigned.
    • Make a positive contribution to client satisfaction and constantly strive to improve service to the clients.
    • Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
    • Protect the confidentiality of information learned by performing the duties of the position.
    STRENGTHS OF A SUCCESSFUL SENIOR ACCOUNT SPECIALIST
    • An eagerness and enthusiasm to learn and be a part of their respective Unit within the Risk 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 personal development and the pursuit of technical excellence through professional designations, industry workshops etc.
    REWARDS OF BEING A SENIOR ACCOUNT SPECIALIST AT LOCKTON
    • Direct exposure to a career path that offers tremendous growth opportunity
    • Robust onboarding and ongoing training
    • Hybrid work environment
    • Ongoing one-on-one coaching sessions including meaningful feedback
    • Networking opportunities at all levels within the organization and with carrier partners
    • A balance of individual and collaborative work within a team environment
    • Opportunities to participate in social activities and community giving events
    • Bachelor's degree in business or related field or equivalent experience required
    • General understanding of commercial Property/Casualty coverages with at least one year of insurance experience preferred
    • Ability to represent Lockton with integrity and professionalism at all times
    • Comfortable working in Office Suite (Excel, Outlook, etc.)
    • Strong customer service, communication, and project management skills
    • Exceptional attention to detail and accuracy of work product
    • Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth
    • Ability to work both independently and in a team environment
    • Organizational and time management skills to prioritize work and meet time-sensitive deadlines
    • Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education
    • Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility
    Equal Opportunity Statement

    Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

    At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates, and thrives because of our breadth of differences. As such, we recognize that recruiting, developing, and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

    #LI-Hybrid
  • Accounting Career Consultants & HR Career Consultants

    Accounting Specialist

    3 weeks ago

    Accounting Career Consultants & HR Career Consultants St Louis, United States

    Why is This a Great Opportunity? · -competitive compensation + bonus eligibility · -opportunity to grow with the company · -laid back culture · -good benefits (4% 401k match, paid healthcare premium, HSA, and 3 weeks PTO) · -stable industry (construction) · Job Description: · ...

  • Insperity

    Accounting Specialist

    2 weeks ago

    Insperity St Louis, United States

    Accounting Specialist · Are you ready to combine your passion for numbers with a company that makes a real impact? We're seeking an enthusiastic and detail-oriented Accounting Specialist to join our dynamic team. · eSpecial Needs · and · Spark Sensory Solutions · create enga ...

  • Aston Carter

    Accounting Specialist

    1 week ago

    Aston Carter St Louis, United States

    Accounting Specialist · St. Louis, MO · Description: · The Accounting Specialist is responsible for the financial processing of transactions for the Company. · + processing vendor invoices into the accounting system · + Obtaining approval for vendor payments · + Supporting ...

  • Accounting Solutions Group of St. Louis

    Accounting Specialist

    1 week ago

    Accounting Solutions Group of St. Louis St Louis, United States

    Job Description · Job Description · Position Overview: · Our company is an established full-service CPA firm looking to add an Accounting Specialist to expand our team. We are looking for a self-motivated, experienced accountant who is ready to ditch the tax season grind and jo ...

  • Accounting Solutions Group of St. Louis

    Accounting Specialist

    2 weeks ago

    Accounting Solutions Group of St. Louis Saint Louis, United States

    Job Description · Job DescriptionPosition Overview: · Our company is an established full-service CPA firm looking to add an Accounting Specialist to expand our team. We are looking for a self-motivated, experienced accountant who is ready to ditch the tax season grind and join a ...

  • Society of St. Vincent de Paul

    accounting specialist

    2 weeks ago

    Society of St. Vincent de Paul St Louis, United States

    Job Description · Job Description · OVERVIEW: · This position assists the Accounting team with accounts payable, credit card reconciliation, accounts receivable collections, and other financial reporting including special projects. This position also assists the Development and ...

  • Beacon of Hope Hospice

    Accounting Specialist

    2 weeks ago

    Beacon of Hope Hospice St Louis, United States

    QUALIFICATIONS: · Associates degree required. Prefer a minimum three years of payroll/accounts payable experience with a multi-state organization. At least one year healthcare experience is preferred. Payroll, accounts payable, accounting, computer, and analytical ability are re ...

  • LHH Recruitment Solutions

    Accounts Receivable Specialist

    3 weeks ago

    LHH Recruitment Solutions Saint Louis, United States

    Job Description · Job DescriptionJob Title: Accounts Receivable Specialist · Compensation: $50,000 to $55,000 · LHH Recruitment Solutions is seeking an Accounts Receivable Specialist in St. Louis, MO. The Accounts Receivable Specialist will be responsible for managing customer ac ...

  • Easter Seals Midwest

    Accounts Receivable Specialist

    1 week ago

    Easter Seals Midwest Saint Louis, United States

    A career at Easterseals Midwest is more than a job - it is an opportunity to make a positive difference in people's lives every day. Our employees are the link to the community for those they serve and is one of the most exemplary reflections of the wonderful mission driven work ...

  • Easterseals Midwest

    Accounts Receivable Specialist

    3 weeks ago

    Easterseals Midwest St Louis, United States

    A career at Easterseals Midwest is more than a job - it is an opportunity to make a positive difference in people's lives every day. Our employees are the link to the community for those they serve and is one of the most exemplary reflections of the Accounts Receivable, Specialis ...

  • Lee Hecht Harrison Nederland B.V.

    Accounts Payable Specialist

    2 weeks ago

    Lee Hecht Harrison Nederland B.V. St Louis, United States

    Job Title: · Accounts Payable Specialist · Compensation: $20.00 to $22.00 per/hour · LHH Recruitment Solutions is seeking a detail-oriented and reliable Accounts Payable Specialist in St. Louis, MO. The Accounts Payable Specialist will be responsible for processing invoices, m ...

  • Technology Partners

    Accounts Payable Specialist

    2 weeks ago

    Technology Partners St Louis, United States

    Technology Partners is currently seeking a talented Accounts Payable Specialist. Do you have experience with SAP? Let us help you make your next big career move a reality · What You Will Be Doing: · We are seeking an experienced Accounts Payable Specialist to join our financial ...

  • Barry-Wehmiller Companies Inc

    Accounts Receivable Specialist

    1 week ago

    Barry-Wehmiller Companies Inc St Louis, United States

    About Us: · Barry-Wehmiller is a diversified global supplier of engineering consulting and manufacturing technology for the packaging, corrugating, sheeting and paper-converting industries. By blending people-centric leadership with disciplined operational strategies and purpose ...

  • Kelly Professional & Industrial

    Bilingual Account Specialist

    2 weeks ago

    Kelly Professional & Industrial St Louis, United States

    DIRECT HIRE OPPORTUNITY · Onsite in Saint Louis, Missouri · $55K-$60K- DOE +10% Bonus · We are hiring for a Bilingual Customer Service Account Specialist · *MUST BE ABLE TO SPEAK FLUENT SPANISH* · Daily Scope · Responsibilities include: · Responsible for processing International ...

  • Altor Solutions

    Key Account Specialist

    3 weeks ago

    Altor Solutions St Louis, United States

    : Job Title: Key Account Specialist · Job Description: · We are currently seeking a highly motivated and experienced Key Account Representative to join our team. The ideal candidate will be responsible for managing and growing relationships with our key clients, ensuring their ...

  • Intercard Inc

    Accounts Payable Specialist

    4 days ago

    Intercard Inc St Louis, United States

    Job Description · Job Description Accounts Payable Specialist · Department: · Accounting · Job Status: · Full - Time · FLSA Status: · Exempt · Reports To: · Accounts Payable Supervisor · Positions Supervised: · None · Amount of Travel Required: · None · Work Schedule: ...

  • Adecco USA

    Accounts Payable Specialist

    2 weeks ago

    Adecco USA St Louis, United States

    Ready to take your financial skills to the next level? This 6-month contract role as an Accounts Payable Specialist offers an exciting opportunity to learn about complex capital projects and support a collaborative team. You'll gain valuable experience in a fast-paced environment ...

  • Manpower Group Inc.

    Brokerage Account Specialist

    1 week ago

    Manpower Group Inc. St Louis, United States

    Brokerage Account Specialist - MUST HAVE Current Series 7 License · Are you a customer service champion with a passion for helping people? · Do you have a strong understanding of financial markets and regulatory requirements? · If so, we want to hear from you OUR CLIENT is see ...

  • Altor Solutions

    Account Management Specialist

    4 weeks ago

    Altor Solutions Saint Louis, MO, United States

    : · Job Title: Key Account Specialist · Job Description: · We are currently seeking a highly motivated and experienced Key Account Representative to join our team. The ideal candidate will be responsible for managing and growing relationships with our key clients, ensuring the ...

  • Intercard Inc

    Accounts Payable Specialist

    3 days ago

    Intercard Inc St Louis, United States

    Accounts Payable Specialist · Department: Accounting Job Status: Full - Time · FLSA Status: Exempt Reports To: Accounts Payable Supervisor · Positions Supervised: None Amount of Travel Required: None · Work Schedule: Monday through Friday 8 am to 5 pm · POSITION SUMMARY: Res ...