Project Coordinator- Middle Markets

$56,000 - $62,000/Yr

Lockton Companies - Los Angeles, CA

Full-time - Entry Level

Los Angeles, CA

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Project Coordinator for Middle Markets at Lockton, Inc. plays a crucial role in client service by acting as the first point of contact for clients, carriers, and internal associates. This position is responsible for managing client profiles, ensuring timely filings, and facilitating the renewal service cycle. The coordinator will also handle correspondence, maintain documentation, and support the overall client experience while adhering to company policies and procedures.

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 what filings are needed.
• Create and maintain Client Claims Manual.
• Manage incoming client/carrier correspondence and review/decide appropriate action.
• Initiate, guide renewal service cycle and ensure timeline is met.
• Gather and review renewal information from clients.
• Ensure proper filing of client/carrier correspondence within Document Management System.
• Manage policy e-delivery to clients.
• Review, file, and process all client-specific new mail.
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines.
• Track/reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or decide 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 for receipt and accuracy of endorsements, maintain accuracy of client exposures 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, special projects.
• Ensure appropriate information provided for completion of policy checks for 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 clients 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.

Requirements

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent.
• General understanding of commercial property and casualty coverages preferred.
• Company or agency experience in commercial insurance services 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 of responsibility.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• High aptitude for accuracy in mathematical calculations.
• Strong attention to detail required.
• Organizational and time management skills to prioritize heavy workloads to 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.

Nice-to-haves

• Understanding of industry trends and governmental regulations.
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed.

Benefits

• Industry-leading health insurance options.
• Annual discretionary bonus consideration.