Certificate Specialist

at  Lockton Inc

Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
About the Position
Lockton is currently seeking a detail-oriented service professional who is motivated by a team that supports a collaborative, agile work environment. The Certificate Specialist will provide administrative support essential for the success of servicing our commercial client accounts. This is an entry level role ideal for candidates interested in pursuing a career in the insurance industry. You will be provided hands-on training and learning experiences, preparing you for long-term success within Lockton. If you thrive in position that allows you to utilize your effective communication and organizational skills to make a positive impact, Apply Today!
Business unit
Texas Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid

Your Responsibilities

• Complete, review and issue certificates of insurance, as requested by account team(s)
• Import certificates into system and record new client information
• Make necessary modifications to account(s) to properly reflect current and accurate data
• Prepare auto identification cards for the respective account team
• Fulfill daily certificate requests for each client by following Lockton’s quality procedures to ensure compliance
• Obtain flood determinations, as needed, by unit for insured locations
• Prepare correspondence and/or make calls to account team, certificate holders or clients in a timely and professional manner
• Utilize technical resources to manage and retain all correspondence
• Protect the confidentiality of position, company, and client information
• Assist with other technical and clerical duties, as requested by leadership

Qualifications

• Minimum of two (2) years of prior service industry experience (customer service, banking, clerical/administrative roles)
• Working knowledge of Microsoft office products
• Professional written and verbal communication skills, with the ability to communicate to all level of Associates and/or Clients
• Ability to effectively manage multiple tasks and work in a deadline driven environment
• Strong attention to detail and accuracy
• Have a passion for providing the highest level of service to clients and fellow associates
• Interest in professional growth and developing a long-term career at Lockton

Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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

• Complete, review and issue certificates of insurance, as requested by account team(s)
• Import certificates into system and record new client information
• Make necessary modifications to account(s) to properly reflect current and accurate data
• Prepare auto identification cards for the respective account team
• Fulfill daily certificate requests for each client by following Lockton’s quality procedures to ensure compliance
• Obtain flood determinations, as needed, by unit for insured locations
• Prepare correspondence and/or make calls to account team, certificate holders or clients in a timely and professional manner
• Utilize technical resources to manage and retain all correspondence
• Protect the confidentiality of position, company, and client information
• Assist with other technical and clerical duties, as requested by leadershi