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Project Coordinator

Company: Lockton Companies
Location: Petaluma
Posted on: April 3, 2021

Job Description:

Lockton is a global professional services firm with 7,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts .
A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development.
  • 12-week paid parental leave.
  • A huge emphasis on community involvement.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary! Description:--
    --- Receives and responds to routine Client inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
    --- Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
    --- Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
    --- Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
    --- Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
    --- Helps produce employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
    --- Assists with financial reporting for renewals by gathering and compiling Client details
    --- Executes any requested changes on policies
    --- Periodically assists in loss-run requests
    --- Extends expiring binders as requested by senior staff
    --- Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
    --- Assists in the upkeep of carrier product information
    --- Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
    --- Maintains and keeps records of Clients
    --- Compiles preliminary numbers for promulgating experience modification, and orders worksheets
    --- Issues and processes Client invoicing
    --- Assists with the research of invoice and billing errors
    --- Acquires an understanding of insurance brokerage business and account servicing processes
    --- Researches industry trends and governmental regulations
    --- Performs other responsibilities and duties as needed Qualifications:
    --- Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
    --- Up to three years of Client services experience is required
    --- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
    --- Strong verbal and interpersonal communication skills required
    --- Understands industry trends and governmental regulations
    --- Ability to complete continuing education requirements as needed
    --- Ability to attend company, department, and team meetings as required, including industry training sessions
    --- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
    --- Ability to efficiently organize work and manage time in order to meet deadlines
    --- Ability to travel by automobile and aircraft
    --- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
    --- Ability to work on a computer for a prolonged amount of time
    --- Ability to work outside of normal business hours as needed
    --- Legally able to work in the United States Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities. Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.
    No Agencies Please Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

Keywords: Lockton Companies, Petaluma , Project Coordinator, Other , Petaluma, California

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