Account Analyst - Real Estate Insurance

Account Analyst – Real Estate Insurance – Lockton

Location: Atlanta, GA

Salary: $50,000 – $80,000

• Receive and respond to routine client inquiries, maintain documentation of communications and issue resolutions, referring complex inquiries to more senior staff.
• Prepare written correspondence and make telephone calls to underwriters as requested by senior staff.
• Review and process policies and endorsements for accuracy of coverage, content, and form completion.
• Evaluate proposal policies using the checklist and notify senior staff of missing items or concerns.
• Assist in the renewal process by requesting and gathering enrollment, volume, and benefit summary reports.
• Help produce employee communications such as newsletters, bulletins, and overhead presentations as requested by senior staff.
• Assist with financial reporting for renewals by gathering and compiling client details.
• Execute requested changes on policies.
• Periodically assist in loss‑run requests.
• Extend expiring binders as requested by senior staff.
• Respond to and fulfill requirements generated by the Renewal Assistance Program report, updating the report when tasks are completed.
• Assist in the upkeep of carrier product information.
• Enter data into the data management system and audit for accuracy, completeness, & conformity to established procedures.
• Maintain and keep records of clients.
• Compile preliminary numbers for experience modification and order worksheets.
• Issue and process client invoicing.
• Assist in the research of invoice and billing errors.
• Acquire an understanding of insurance brokerage business and account servicing processes.
• Research industry trends and governmental regulations.
• Perform other responsibilities and duties as needed.

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• Up to three years of client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Understanding of industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings, including industry training sessions.
• Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use office equipment such as computer, keyboard, calculator, photocopier, facsimile machine.
• Ability to work on a computer for prolonged periods.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.

Entry level

Full-time

Accounting/Auditing and Finance

Industry: Insurance