• 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

• 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