United States Job Openings

Lockton, Inc.
Internal Operations Specialist
Denver
FULL TIME
November 14, 2024
- Assist in the Account renewal process
- Set up Clients in Auto Cert
- Order Loss Run Information
- Provide assistance in the new or lost business process
- Work in a team environment with shared responsibilities to respond to/complete individual daily requests
- Review insurance requirements within contracts to provide evidence forms with appropriate coverage
- Maintain applications/systems by adding, deleting or modifying information as needed (e.g., Nexsure, Image Right, Auto Cert, etc.).
- Load certificate holders individually or via Excel upload. Import/export other reports from the system as needed, using Excel
- Create attachments as needed by transferring additional coverage information or endorsement language to the certificate issuing system
- Prepare and distribute large quantities of evidence of coverage forms for all renewals, ensuring that forms issued comply with prescribed deadlines, are verified for insurance policy language, are in accordance with state requirements, and meet Lockton standards
- Enter file information into Image Right to ensure accuracy of Dead File retrieval
- Ensure validity and accuracy of contracts prior to invoicing
- Work with accounting to clear discrepancies with carrier and client funds
- Create Fee Agreements
- Review and advise on complex billing situations as well as handle escalated invoicing situations
- Advise account team of difficult or unusual certificate requests (escalating issue to Account team)
- Attend client facing meetings as needed
- Provide 3rd party certificate management
- Prepare Flood Zone Determinations
- Train account teams in Auto Cert and on Image Right workflows for effective invoicing
- Comply with Lockton procedures and policies
- Protect the confidentiality of information learned by performing the duties of the position
- Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
- Perform other work-duties as assigned
- GED/High School Diploma required. Bachelor’s degree or equivalent work experience preferred
- Previous office experience in a corporate environment preferred
- Proficiency in the use of Microsoft Word and Excel required
- Strong attention to detail
- Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed
- Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy
- Demonstrated ability to respond to phone inquiries in a courteous and professional manner
- Legally able to work in the United States
Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.
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.
At Lockton, we believe in the power of all people. You belong at Lockton.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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