Job Details

Account Administrator – Commercial Insurance – Lockton

Location: Portland, Oregon Metropolitan Area

Salary: $60,000 – $75,000 (estimated range; actual salary may vary based on location, experience, and qualifications)

Responsibilities

• Receive emails and calls from carriers, lenders, clients, and Lockton associates as the first line of contact for client service
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determine which filings are needed
• Create and maintain Client Claims Manual
• Manage incoming client/carry correspondence and review/decide appropriate action
• Initiate, guide renewal service cycle and ensure timeline is met
• Gather and review renewal information from client
• Ensure proper filing of client/carrier correspondence within the Document Management System
• Manage policy e‑delivery to client
• Review, file, and process all client‑specific new mail
• Track and reconcile incoming and outgoing client premium invoices, working with internal specialist teams to correct accounting issues or determine best approach for differing situations
• Check audits for accuracy, process, send instructions for invoicing, and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor receipt and accuracy of endorsements, maintain accuracy of client exposure information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries as requested
• Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows and special projects
• Ensure appropriate information is provided for completion of policy checks for the policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops and carrier functions when requested
• Perform other work‑related duties as assigned

Qualifications

• Bachelor's Degree in Business Administration or related field and/or equivalent years of experience
• General understanding of commercial property and casualty coverages preferred
• Commercial insurance services experience at company or agency level desired
• Understanding of commercial rating concepts preferred
• Strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels, representing Lockton in the highest professional manner
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail
• Understands industry trends and governmental regulations
• Readiness to expand knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements as needed
• Organizational and time‑management skills to prioritize heavy workloads and meet time‑sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Legally able to work in the United States

This position may be eligible for annual discretionary bonus consideration.

Benefits

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.

Seniority level

Entry level

Employment type

Full‑time

Job function

Other

Industries

Insurance