Account Analyst - People Solutions
Lockton
•
Tampa, FL
0
0
0
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Not Applicable
Posted March 26, 2026
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Responsibilities
Responsibilities
- The Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service.
- Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced.
- They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns.
- The Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline.
- The Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
- Learning the basics of program administration, pre and post renewal and ongoing.
- Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests.
- Builds skillset to support clients facing activities in verbal communications and correspondence.
- Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
- Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events
- Coordinates client invoices including monitoring errors or "suspense" items and processes producer allocations as needed.
- Builds skillset to audit renewal invoices and confirm accuracy.
- Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
- Process and issue binders, invoices, auto id cards, and claims instructions.
- Order appropriate changes and corrections from completed policy review or policy endorsements.
- Complete the initial policy checks, policy files, client manuals and summaries.
- Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
- Coordinate gathering of reporting for renewal process or to support client questions.
- Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently.
- Actions: Prioritizes, prepares, schedules, leverages resources, stays focused.
- Initiating Action: Taking prompt action to accomplish work goals; taking action to achieve results beyond what is being required; being proactive.
- Actions: Responds quickly, takes independent action, and goes above and beyond.
- Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
- Actions: Sets standards for excellence, ensures high quality, takes responsibility, encourages others to take responsibility.
- Earning Trust: Gaining others’ confidence by acting with integrity and following through on commitments while disclosing their own positions; treating others and their ideas with respect and supporting them in the face of challenge.
- Actions: Acts with integrity, discloses own positions, remains open to ideas, and values others.
- Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.
- Actions: Follows procedures, ensures high quality output, and takes action.
Not Met Priorities
What still needs stronger evidence
Requirements
- 0-1 years’ experience client service or customer service
- Builds basic knowledge of property and casualty coverages
- Build basic awareness of insurance funding mechanisms and the structures available for clients
- Ability to compile and analyze financial information
- Proficiency in the use of Microsoft Word, Excel, and PowerPoint.
Education
- (Not required) – Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
Your Responsibilities
The Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns. The Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline. The Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Description
Learning the basics of program administration, pre and post renewal and ongoing. Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests. Builds skillset to support clients facing activities in verbal communications and correspondence.
Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events
Coordinates client invoices including monitoring errors or "suspense" items and processes producer allocations as needed. Builds skillset to audit renewal invoices and confirm accuracy.
Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
Process and issue binders, invoices, auto id cards, and claims instructions. Order appropriate changes and corrections from completed policy review or policy endorsements. Complete the initial policy checks, policy files, client manuals and summaries.
Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
Coordinate gathering of reporting for renewal process or to support client questions.
Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently. Actions: Prioritizes, prepares, schedules, leverages resources, stays focused.
Initiating Action: Taking prompt action to accomplish work goals; taking action to achieve results beyond what is being required; being proactive. Actions: Responds quickly, takes independent action, and goes above and beyond.
Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed. Actions: Sets standards for excellence, ensures high quality, takes responsibility, encourages others to take responsibility.
Earning Trust: Gaining others’ confidence by acting with integrity and following through on commitments while disclosing their own positions; treating others and their ideas with respect and supporting them in the face of challenge. Actions: Acts with integrity, discloses own positions, remains open to ideas, and values others.
Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time. Actions: Follows procedures, ensures high quality output, and takes action.
Qualifications
0-1 years’ experience client service or customer service
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
Builds basic knowledge of property and casualty coverages
Build basic awareness of insurance funding mechanisms and the structures available for clients
Ability to compile and analyze financial information
Proficiency in the use of Microsoft Word, Excel, and PowerPoint.
The Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns. The Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline. The Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Description
Learning the basics of program administration, pre and post renewal and ongoing. Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests. Builds skillset to support clients facing activities in verbal communications and correspondence.
Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events
Coordinates client invoices including monitoring errors or "suspense" items and processes producer allocations as needed. Builds skillset to audit renewal invoices and confirm accuracy.
Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
Process and issue binders, invoices, auto id cards, and claims instructions. Order appropriate changes and corrections from completed policy review or policy endorsements. Complete the initial policy checks, policy files, client manuals and summaries.
Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
Coordinate gathering of reporting for renewal process or to support client questions.
Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently. Actions: Prioritizes, prepares, schedules, leverages resources, stays focused.
Initiating Action: Taking prompt action to accomplish work goals; taking action to achieve results beyond what is being required; being proactive. Actions: Responds quickly, takes independent action, and goes above and beyond.
Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed. Actions: Sets standards for excellence, ensures high quality, takes responsibility, encourages others to take responsibility.
Earning Trust: Gaining others’ confidence by acting with integrity and following through on commitments while disclosing their own positions; treating others and their ideas with respect and supporting them in the face of challenge. Actions: Acts with integrity, discloses own positions, remains open to ideas, and values others.
Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time. Actions: Follows procedures, ensures high quality output, and takes action.
Qualifications
0-1 years’ experience client service or customer service
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
Builds basic knowledge of property and casualty coverages
Build basic awareness of insurance funding mechanisms and the structures available for clients
Ability to compile and analyze financial information
Proficiency in the use of Microsoft Word, Excel, and PowerPoint.